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 | $73,346 | $135,635-45.9% | $110,238-33.5% | $135,375-45.8% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | 5.46% | 513.19%-507.7pp | 314.74%-309.3pp | 519.73%-514.3pp |
| Employer contribution / active EE | $1,394 | $4,906-71.6% | $3,826-63.6% | $4,779-70.8% |
| Participant deferral / active EE | $2,218 | $5,506-59.7% | $4,672-52.5% | $5,609-60.5% |
| Admin fee / account holder | $1,962 | $11,457-82.9% | $8,547-77.0% | $10,827-81.9% |