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 | $107,105 | $111,535-4.0% | $105,223+1.8% | $137,256-22.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.63% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,545 | $3,939-35.4% | $3,689-31.0% | $4,156-38.8% |
| Participant deferral / active EE | $3,546 | $5,500-35.5% | $5,072-30.1% | $6,407-44.7% |
| Admin fee / account holder | $77,489 | $9,721+697.1% | $8,859+774.7% | $12,270+531.5% |