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 | $83,551 | $135,952-38.5% | $123,892-32.6% | $273,961-69.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.02% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,184 | $5,170-57.7% | $4,617-52.7% | $4,869-55.1% |
| Participant deferral / active EE | $3,470 | $6,343-45.3% | $5,984-42.0% | $5,287-34.4% |
| Admin fee / account holder | $22,620 | $9,817+130.4% | $8,357+170.7% | $10,132+123.3% |