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 | $139,974 | $227,553-38.5% | $189,557-26.2% | $167,490-16.4% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 16.28% | 78.40%-62.1pp | 64.17%-47.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,695 | $5,316-49.3% | $4,412-38.9% | $4,837-44.3% |
| Participant deferral / active EE | $3,588 | $7,002-48.8% | $6,174-41.9% | $6,341-43.4% |
| Admin fee / account holder | $1,277 | $11,878-89.3% | $9,807-87.0% | $12,309-89.6% |