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 3-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 | $76,298 | $111,535-31.6% | $105,223-27.5% | $137,256-44.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.13% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,447 | $3,939-12.5% | $3,689-6.5% | $4,156-17.1% |
| Participant deferral / active EE | $12,768 | $5,500+132.2% | $5,072+151.8% | $6,407+99.3% |
| Admin fee / account holder | $1,700 | $9,721-82.5% | $8,859-80.8% | $12,270-86.1% |