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 | $26,326 | $135,952-80.6% | $123,892-78.8% | $273,961-90.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.38% | 56.63%-49.3pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,400 | $5,170-34.2% | $4,617-26.4% | $4,869-30.2% |
| Participant deferral / active EE | $2,544 | $6,343-59.9% | $5,984-57.5% | $5,287-51.9% |
| Admin fee / account holder | $3,618 | $9,817-63.1% | $8,357-56.7% | $10,132-64.3% |