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 5-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 | $98,182 | $108,919-9.9% | $100,391-2.2% | $145,922-32.7% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 14.29% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,767 | $4,419-60.0% | $3,942-55.2% | $4,660-62.1% |
| Participant deferral / active EE | $6,475 | $8,445-23.3% | $8,082-19.9% | $6,688-3.2% |
| Admin fee / account holder | $4,049 | $9,689-58.2% | $7,899-48.7% | $13,397-69.8% |