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 | $52,469 | $135,952-61.4% | $123,892-57.6% | $273,961-80.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.87% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,443 | $5,170-72.1% | $4,617-68.7% | $4,869-70.4% |
| Participant deferral / active EE | $5,506 | $6,343-13.2% | $5,984-8.0% | $5,287+4.1% |
| Admin fee / account holder | $861 | $9,817-91.2% | $8,357-89.7% | $10,132-91.5% |