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 | $84,511 | $111,535-24.2% | $105,223-19.7% | $137,256-38.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 11.70% | 237.85%-226.2pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,174 | $3,939-44.8% | $3,689-41.1% | $4,156-47.7% |
| Participant deferral / active EE | $4,374 | $5,500-20.5% | $5,072-13.8% | $6,407-31.7% |
| Admin fee / account holder | $25,021 | $9,721+157.4% | $8,859+182.4% | $12,270+103.9% |