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 | $49,259 | $135,952-63.8% | $123,892-60.2% | $273,961-82.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.71% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,451 | $5,170-52.6% | $4,617-46.9% | $4,869-49.7% |
| Participant deferral / active EE | $7,838 | $6,343+23.6% | $5,984+31.0% | $5,287+48.2% |
| Admin fee / account holder | $539 | $9,817-94.5% | $8,357-93.6% | $10,132-94.7% |