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 | $71,913 | $90,503-20.5% | $78,689-8.6% | $273,961-73.8% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 12.77% | 75.60%-62.8pp | 62.18%-49.4pp | 41.45%-28.7pp |
| Employer contribution / active EE | $4,351 | $3,176+37.0% | $2,851+52.6% | $4,869-10.6% |
| Participant deferral / active EE | $10,355 | $3,901+165.4% | $3,517+194.4% | $5,287+95.8% |
| Admin fee / account holder | $4,126 | $5,263-21.6% | $4,510-8.5% | $10,132-59.3% |