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 7-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 | $23,991 | $111,535-78.5% | $105,223-77.2% | $137,256-82.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.06% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,295 | $3,939-41.8% | $3,689-37.8% | $4,156-44.8% |
| Participant deferral / active EE | $3,231 | $5,500-41.3% | $5,072-36.3% | $6,407-49.6% |
| Admin fee / account holder | $4,450 | $9,721-54.2% | $8,859-49.8% | $12,270-63.7% |