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 | $83,142 | $135,952-38.8% | $123,892-32.9% | $273,961-69.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.19% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,546 | $5,170-70.1% | $4,617-66.5% | $4,869-68.2% |
| Participant deferral / active EE | $4,057 | $6,343-36.0% | $5,984-32.2% | $5,287-23.3% |
| Admin fee / account holder | $2,154 | $9,817-78.1% | $8,357-74.2% | $10,132-78.7% |