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 | $98,240 | $81,208+21.0% | $98,907-0.7% | $79,858+23.0% |
| Participation rate | 72.5% | 72.5%0pp | 76.0%-3.5pp | 69.6%+2.9pp |
| Annual return | 17.06% | 60.99%-43.9pp | 196.43%-179.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,842 | $3,265-13.0% | $4,244-33.0% | $3,740-24.0% |
| Admin fee / account holder | $2,015 | $6,013-66.5% | $6,642-69.7% | $5,306-62.0% |