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 | $83,747 | $135,952-38.4% | $123,892-32.4% | $273,961-69.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.27% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,787 | $5,170-46.1% | $4,617-39.6% | $4,869-42.8% |
| Participant deferral / active EE | $6,694 | $6,343+5.5% | $5,984+11.9% | $5,287+26.6% |
| Admin fee / account holder | $4,133 | $9,817-57.9% | $8,357-50.5% | $10,132-59.2% |