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 | $62,542 | $135,952-54.0% | $123,892-49.5% | $273,961-77.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,017 | $5,170-22.3% | $4,617-13.0% | $4,869-17.5% |
| Participant deferral / active EE | $9,221 | $6,343+45.4% | $5,984+54.1% | $5,287+74.4% |
| Admin fee / account holder | $3,520 | $9,817-64.1% | $8,357-57.9% | $10,132-65.3% |