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 | $121,645 | $162,781-25.3% | $133,956-9.2% | $158,922-23.5% |
| Participation rate | 77.3% | 83.2%-5.9pp | 79.8%-2.6pp | 82.0%-4.7pp |
| Annual return | 9.50% | 41.94%-32.4pp | 45.09%-35.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,520 | $4,975-49.4% | $3,919-35.7% | $4,761-47.1% |
| Participant deferral / active EE | $3,050 | $5,911-48.4% | $5,048-39.6% | $5,982-49.0% |
| Admin fee / account holder | $5,033 | $11,736-57.1% | $8,927-43.6% | $11,246-55.2% |