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 6-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 | $101,240 | $159,602-36.6% | $150,045-32.5% | $142,382-28.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 21.27% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,293 | $4,961-33.6% | $4,693-29.8% | $4,299-23.4% |
| Participant deferral / active EE | $9,522 | $8,310+14.6% | $7,997+19.1% | $6,507+46.3% |
| Admin fee / account holder | $2,589 | $14,846-82.6% | $13,435-80.7% | $12,624-79.5% |