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 | $106,926 | $183,519-41.7% | $155,509-31.2% | $145,922-26.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.87% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,802 | $5,313-47.3% | $4,672-40.0% | $4,660-39.9% |
| Participant deferral / active EE | $3,822 | $6,462-40.9% | $5,626-32.1% | $6,688-42.8% |
| Admin fee / account holder | $3,765 | $19,313-80.5% | $15,912-76.3% | $13,397-71.9% |