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 | $49,274 | $135,952-63.8% | $123,892-60.2% | $273,961-82.0% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 7.89% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,791 | $5,170-46.0% | $4,617-39.6% | $4,869-42.7% |
| Participant deferral / active EE | $5,618 | $6,343-11.4% | $5,984-6.1% | $5,287+6.2% |
| Admin fee / account holder | $1,969 | $9,817-79.9% | $8,357-76.4% | $10,132-80.6% |