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 | $115,244 | $161,352-28.6% | $134,172-14.1% | $137,256-16.0% |
| Participation rate | 72.2% | 78.3%-6.1pp | 72.5%-0.2pp | 80.0%-7.7pp |
| Annual return | 11.84% | 28.72%-16.9pp | 25.30%-13.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,025 | $4,099-50.6% | $3,420-40.8% | $4,156-51.3% |
| Participant deferral / active EE | $4,143 | $5,552-25.4% | $4,690-11.7% | $6,407-35.3% |
| Admin fee / account holder | $1,180 | $15,028-92.2% | $12,016-90.2% | $12,270-90.4% |