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 | $83,289 | $135,952-38.7% | $123,892-32.8% | $273,961-69.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.67% | 56.63%-46.0pp | 47.52%-36.8pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,348 | $5,170-73.9% | $4,617-70.8% | $4,869-72.3% |
| Participant deferral / active EE | $6,403 | $6,343+0.9% | $5,984+7.0% | $5,287+21.1% |
| Admin fee / account holder | $357 | $9,817-96.4% | $8,357-95.7% | $10,132-96.5% |