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 | $84,000 | $135,952-38.2% | $123,892-32.2% | $273,961-69.3% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,631 | $5,170-49.1% | $4,617-43.0% | $4,869-46.0% |
| Participant deferral / active EE | $4,362 | $6,343-31.2% | $5,984-27.1% | $5,287-17.5% |
| Admin fee / account holder | $497 | $9,817-94.9% | $8,357-94.0% | $10,132-95.1% |