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 | $117,113 | $135,952-13.9% | $123,892-5.5% | $273,961-57.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.77% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,035 | $5,170-60.6% | $4,617-55.9% | $4,869-58.2% |
| Participant deferral / active EE | $4,084 | $6,343-35.6% | $5,984-31.8% | $5,287-22.8% |
| Admin fee / account holder | $493 | $9,817-95.0% | $8,357-94.1% | $10,132-95.1% |