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 | $64,882 | $135,952-52.3% | $123,892-47.6% | $273,961-76.3% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 9.05% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $5,920 | $5,170+14.5% | $4,617+28.2% | $4,869+21.6% |
| Participant deferral / active EE | $5,045 | $6,343-20.5% | $5,984-15.7% | $5,287-4.6% |
| Admin fee / account holder | $5,241 | $9,817-46.6% | $8,357-37.3% | $10,132-48.3% |