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 | $93,379 | $90,503+3.2% | $78,689+18.7% | $273,961-65.9% |
| Participation rate | 76.5% | 76.5%0pp | 73.6%+2.9pp | 83.0%-6.5pp |
| Annual return | 7.35% | 75.60%-68.3pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,909 | $3,176-39.9% | $2,851-33.0% | $4,869-60.8% |
| Participant deferral / active EE | $3,400 | $3,901-12.9% | $3,517-3.3% | $5,287-35.7% |
| Admin fee / account holder | $303 | $5,263-94.2% | $4,510-93.3% | $10,132-97.0% |