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 | $89,378 | $181,894-50.9% | $156,549-42.9% | $273,961-67.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.13% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,076 | $6,248-66.8% | $5,501-62.3% | $4,869-57.4% |
| Participant deferral / active EE | $3,079 | $5,550-44.5% | $4,871-36.8% | $5,287-41.8% |
| Admin fee / account holder | $844 | $15,559-94.6% | $13,027-93.5% | $10,132-91.7% |