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 | $75,550 | $90,503-16.5% | $78,689-4.0% | $273,961-72.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.51% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,255 | $3,176-60.5% | $2,851-56.0% | $4,869-74.2% |
| Participant deferral / active EE | $2,859 | $3,901-26.7% | $3,517-18.7% | $5,287-45.9% |
| Admin fee / account holder | $2,093 | $5,263-60.2% | $4,510-53.6% | $10,132-79.3% |