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 | $37,745 | $135,952-72.2% | $123,892-69.5% | $273,961-86.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.15% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,829 | $5,170-6.6% | $4,617+4.6% | $4,869-0.8% |
| Participant deferral / active EE | $2,943 | $6,343-53.6% | $5,984-50.8% | $5,287-44.3% |
| Admin fee / account holder | $5,151 | $9,817-47.5% | $8,357-38.4% | $10,132-49.2% |