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 | $117,617 | $175,202-32.9% | $149,673-21.4% | $139,434-15.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.60% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,491 | $5,474-36.2% | $4,818-27.5% | $4,751-26.5% |
| Participant deferral / active EE | $4,444 | $6,519-31.8% | $5,680-21.8% | $6,710-33.8% |
| Admin fee / account holder | $1,582 | $16,150-90.2% | $13,210-88.0% | $11,403-86.1% |