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 | $44,054 | $114,381-61.5% | $107,525-59.0% | $142,382-69.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.79% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,500 | $4,015-62.6% | $3,754-60.0% | $4,299-65.1% |
| Participant deferral / active EE | $4,378 | $5,564-21.3% | $5,116-14.4% | $6,507-32.7% |
| Admin fee / account holder | $5,823 | $9,860-40.9% | $8,919-34.7% | $12,624-53.9% |