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 5-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 | $18,784 | $180,749-89.6% | $160,784-88.3% | $137,256-86.3% |
| Participation rate | 76.9% | 80.0%-3.1pp | 77.0%0pp | 80.0%-3.0pp |
| Annual return | 14.00% | 2234.46%-2220.5pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,913 | $4,155-54.0% | $3,733-48.7% | $4,156-54.0% |
| Participant deferral / active EE | $2,073 | $6,844-69.7% | $6,293-67.1% | $6,407-67.6% |
| Admin fee / account holder | $1,245 | $10,397-88.0% | $9,717-87.2% | $12,270-89.9% |