See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,914 | $159,602-22.4% | $150,045-17.4% | $142,382-13.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.85% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,158 | $4,961-76.7% | $4,693-75.3% | $4,299-73.1% |
| Participant deferral / active EE | $3,677 | $8,310-55.7% | $7,997-54.0% | $6,507-43.5% |
| Admin fee / account holder | $6,916 | $14,846-53.4% | $13,435-48.5% | $12,624-45.2% |