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 | $116,966 | $214,378-45.4% | $200,582-41.7% | $142,382-17.9% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 17.59% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,301 | $6,841-37.1% | $6,419-33.0% | $4,2990% |
| Participant deferral / active EE | $4,454 | $9,865-54.8% | $9,331-52.3% | $6,507-31.5% |
| Admin fee / account holder | $16,611 | $17,692-6.1% | $16,305+1.9% | $12,624+31.6% |