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 | $65,427 | $132,239-50.5% | $105,722-38.1% | $273,961-76.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 78.9%-8.9pp | 83.0%-13.0pp |
| Annual return | 10.10% | 10.07%0pp | 12.25%-2.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,450 | $4,867-49.7% | $4,079-39.9% | $4,869-49.7% |
| Participant deferral / active EE | $7,984 | $6,233+28.1% | $5,326+49.9% | $5,287+51.0% |
| Admin fee / account holder | $16,515 | $12,032+37.3% | $8,308+98.8% | $10,132+63.0% |