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 10-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 | $156,475 | $215,361-27.3% | $171,082-8.5% | $273,961-42.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 7.61% | 25.14%-17.5pp | 32.56%-24.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $718 | $4,967-85.5% | $4,002-82.1% | $4,869-85.3% |
| Participant deferral / active EE | $11,380 | $5,543+105.3% | $4,797+137.2% | $5,287+115.2% |
| Admin fee / account holder | $1,752 | $10,846-83.8% | $8,520-79.4% | $10,132-82.7% |