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 | $46,783 | $135,952-65.6% | $123,892-62.2% | $273,961-82.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.16% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,870 | $5,170-44.5% | $4,617-37.8% | $4,869-41.1% |
| Participant deferral / active EE | $4,988 | $6,343-21.4% | $5,984-16.6% | $5,287-5.7% |
| Admin fee / account holder | $913 | $9,817-90.7% | $8,357-89.1% | $10,132-91.0% |