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 | $45,997 | $135,952-66.2% | $123,892-62.9% | $273,961-83.2% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 10.17% | 56.63%-46.5pp | 47.52%-37.3pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,190 | $5,170-38.3% | $4,617-30.9% | $4,869-34.5% |
| Participant deferral / active EE | $6,719 | $6,343+5.9% | $5,984+12.3% | $5,287+27.1% |
| Admin fee / account holder | $1,303 | $9,817-86.7% | $8,357-84.4% | $10,132-87.1% |