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 | $103,403 | $135,952-23.9% | $123,892-16.5% | $273,961-62.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 4.80% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,893 | $5,170-63.4% | $4,617-59.0% | $4,869-61.1% |
| Participant deferral / active EE | $7,344 | $6,343+15.8% | $5,984+22.7% | $5,287+38.9% |
| Admin fee / account holder | $6,020 | $9,817-38.7% | $8,357-28.0% | $10,132-40.6% |