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 | $79,385 | $135,952-41.6% | $123,892-35.9% | $273,961-71.0% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 6.06% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,031 | $5,170-41.4% | $4,617-34.3% | $4,869-37.7% |
| Participant deferral / active EE | $5,154 | $6,343-18.7% | $5,984-13.9% | $5,287-2.5% |
| Admin fee / account holder | $1,329 | $9,817-86.5% | $8,357-84.1% | $10,132-86.9% |