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 | $65,237 | $215,361-69.7% | $171,082-61.9% | $273,961-76.2% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | 15.89% | 25.14%-9.2pp | 32.56%-16.7pp | 41.45%-25.6pp |
| Employer contribution / active EE | $3,279 | $4,967-34.0% | $4,002-18.1% | $4,869-32.7% |
| Participant deferral / active EE | $7,032 | $5,543+26.9% | $4,797+46.6% | $5,287+33.0% |
| Admin fee / account holder | $552 | $10,846-94.9% | $8,520-93.5% | $10,132-94.5% |