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 | $99,505 | $159,602-37.7% | $150,045-33.7% | $142,382-30.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.18% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $12,593 | $4,961+153.9% | $4,693+168.3% | $4,299+192.9% |
| Participant deferral / active EE | $3,875 | $8,310-53.4% | $7,997-51.5% | $6,507-40.5% |
| Admin fee / account holder | $101,657 | $14,846+584.7% | $13,435+656.7% | $12,624+705.3% |