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 | $61,596 | $153,772-59.9% | $133,980-54.0% | $273,961-77.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 17.85% | 36.51%-18.7pp | 29.30%-11.4pp | 41.45%-23.6pp |
| Employer contribution / active EE | $4,253 | $6,029-29.5% | $5,211-18.4% | $4,869-12.6% |
| Participant deferral / active EE | $7,371 | $6,958+5.9% | $6,282+17.3% | $5,287+39.4% |
| Admin fee / account holder | $407 | $11,765-96.5% | $9,324-95.6% | $10,132-96.0% |