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 | $89,786 | $154,117-41.7% | $129,995-30.9% | $139,434-35.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 16.52% | 32.48%-16.0pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,703 | $5,289-67.8% | $4,320-60.6% | $4,751-64.2% |
| Participant deferral / active EE | $8,499 | $6,710+26.7% | $5,820+46.0% | $6,710+26.7% |
| Admin fee / account holder | $737 | $14,007-94.7% | $10,614-93.1% | $11,403-93.5% |