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 | $52,769 | $135,952-61.2% | $123,892-57.4% | $273,961-80.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.15% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,930 | $5,170-24.0% | $4,617-14.9% | $4,869-19.3% |
| Participant deferral / active EE | $7,200 | $6,343+13.5% | $5,984+20.3% | $5,287+36.2% |
| Admin fee / account holder | $431 | $9,817-95.6% | $8,357-94.8% | $10,132-95.8% |