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 6-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 | $24,320 | $111,535-78.2% | $105,223-76.9% | $137,256-82.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 115.32% | 237.85%-122.5pp | 180.65%-65.3pp | 220.34%-105.0pp |
| Employer contribution / active EE | $1,239 | $3,939-68.6% | $3,689-66.4% | $4,156-70.2% |
| Participant deferral / active EE | $4,100 | $5,500-25.5% | $5,072-19.2% | $6,407-36.0% |
| Admin fee / account holder | $1,065 | $9,721-89.0% | $8,859-88.0% | $12,270-91.3% |