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 | $15,326 | $106,584-85.6% | $101,326-84.9% | $142,382-89.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 21.47% | 36.93%-15.5pp | 36.82%-15.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,593 | $3,956-59.7% | $3,665-56.5% | $4,299-62.9% |
| Participant deferral / active EE | $3,325 | $8,297-59.9% | $7,994-58.4% | $6,507-48.9% |
| Admin fee / account holder | $1,027 | $11,446-91.0% | $11,185-90.8% | $12,624-91.9% |