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 | $132,449 | $148,534-10.8% | $135,903-2.5% | $139,434-5.0% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 15.00% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,934 | $5,243-63.1% | $4,856-60.2% | $4,751-59.3% |
| Participant deferral / active EE | $4,680 | $8,100-42.2% | $7,758-39.7% | $6,710-30.3% |
| Admin fee / account holder | $33,769 | $12,400+172.3% | $10,762+213.8% | $11,403+196.2% |