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 | $109,422 | $177,572-38.4% | $154,803-29.3% | $142,382-23.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,619 | $4,810-4.0% | $4,305+7.3% | $4,299+7.4% |
| Participant deferral / active EE | $5,287 | $6,272-15.7% | $5,540-4.6% | $6,507-18.7% |
| Admin fee / account holder | $1,184 | $16,786-92.9% | $14,329-91.7% | $12,624-90.6% |