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 | $117,823 | $149,734-21.3% | $118,925-0.9% | $158,922-25.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 75.4%-5.4pp | 82.0%-12.0pp |
| Annual return | 10.76% | 19.95%-9.2pp | 35.88%-25.1pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,884 | $4,115-54.2% | $3,263-42.3% | $4,761-60.4% |
| Participant deferral / active EE | $5,646 | $5,223+8.1% | $4,265+32.4% | $5,982-5.6% |
| Admin fee / account holder | $5,141 | $8,603-40.2% | $6,581-21.9% | $11,246-54.3% |