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 | $85,755 | $135,952-36.9% | $123,892-30.8% | $273,961-68.7% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,777 | $5,170-46.3% | $4,617-39.9% | $4,869-43.0% |
| Participant deferral / active EE | $4,315 | $6,343-32.0% | $5,984-27.9% | $5,287-18.4% |
| Admin fee / account holder | $760 | $9,817-92.3% | $8,357-90.9% | $10,132-92.5% |