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 | $74,373 | $127,386-41.6% | $115,037-35.3% | $125,391-40.7% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | 1.26% | 31.28%-30.0pp | 26.14%-24.9pp | 282.22%-281.0pp |
| Employer contribution / active EE | $3,347 | $5,166-35.2% | $4,608-27.4% | $4,866-31.2% |
| Participant deferral / active EE | $7,551 | $6,423+17.6% | $6,026+25.3% | $5,352+41.1% |
| Admin fee / account holder | $3,253 | $9,516-65.8% | $8,175-60.2% | $9,540-65.9% |