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 | $71,244 | $99,341-28.3% | $84,750-15.9% | $273,961-74.0% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 26.99% | 22.93%+4.1pp | 22.78%+4.2pp | 41.45%-14.5pp |
| Employer contribution / active EE | $5,932 | $4,214+40.8% | $3,574+66.0% | $4,869+21.8% |
| Participant deferral / active EE | $5,891 | $4,269+38.0% | $3,712+58.7% | $5,287+11.4% |
| Admin fee / account holder | $319 | $6,644-95.2% | $5,332-94.0% | $10,132-96.9% |