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 | $49,425 | $135,952-63.6% | $123,892-60.1% | $273,961-82.0% |
| Participation rate | 76.2% | 84.1%-7.9pp | 81.4%-5.2pp | 83.0%-6.8pp |
| Annual return | 9.25% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $5,802 | $5,170+12.2% | $4,617+25.7% | $4,869+19.2% |
| Participant deferral / active EE | $10,324 | $6,343+62.8% | $5,984+72.5% | $5,287+95.3% |
| Admin fee / account holder | $7,156 | $9,817-27.1% | $8,357-14.4% | $10,132-29.4% |