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 | $114,497 | $135,952-15.8% | $123,892-7.6% | $273,961-58.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.86% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $866 | $5,170-83.3% | $4,617-81.3% | $4,869-82.2% |
| Participant deferral / active EE | $3,930 | $6,343-38.0% | $5,984-34.3% | $5,287-25.7% |
| Admin fee / account holder | $6,590 | $9,817-32.9% | $8,357-21.1% | $10,132-35.0% |