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 | $72,939 | $135,952-46.3% | $123,892-41.1% | $273,961-73.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.44% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $5,271 | $5,170+2.0% | $4,617+14.2% | $4,869+8.3% |
| Participant deferral / active EE | $5,325 | $6,343-16.0% | $5,984-11.0% | $5,287+0.7% |
| Admin fee / account holder | $1,723 | $9,817-82.5% | $8,357-79.4% | $10,132-83.0% |