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 | $96,905 | $135,952-28.7% | $123,892-21.8% | $273,961-64.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.03% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,382 | $5,170-53.9% | $4,617-48.4% | $4,869-51.1% |
| Participant deferral / active EE | $5,225 | $6,343-17.6% | $5,984-12.7% | $5,287-1.2% |
| Admin fee / account holder | $1,968 | $9,817-79.9% | $8,357-76.4% | $10,132-80.6% |