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 | $35,382 | $111,535-68.3% | $105,223-66.4% | $137,256-74.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.06% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,301 | $3,939-67.0% | $3,689-64.7% | $4,156-68.7% |
| Participant deferral / active EE | $4,780 | $5,500-13.1% | $5,072-5.7% | $6,407-25.4% |
| Admin fee / account holder | $5,034 | $9,721-48.2% | $8,859-43.2% | $12,270-59.0% |