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 | $111,059 | $111,535-0.4% | $105,223+5.5% | $137,256-19.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.55% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,373 | $3,939-65.2% | $3,689-62.8% | $4,156-67.0% |
| Participant deferral / active EE | $1,614 | $5,500-70.7% | $5,072-68.2% | $6,407-74.8% |
| Admin fee / account holder | $1,499 | $9,721-84.6% | $8,859-83.1% | $12,270-87.8% |