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 | $33,316 | $135,952-75.5% | $123,892-73.1% | $273,961-87.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.48% | 56.63%-50.2pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,928 | $5,170-43.4% | $4,617-36.6% | $4,869-39.9% |
| Participant deferral / active EE | $7,576 | $6,343+19.4% | $5,984+26.6% | $5,287+43.3% |
| Admin fee / account holder | $2,458 | $9,817-75.0% | $8,357-70.6% | $10,132-75.7% |