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 | $51,098 | $181,894-71.9% | $156,549-67.4% | $273,961-81.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 11.37% | 30.74%-19.4pp | 32.23%-20.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,566 | $6,248-58.9% | $5,501-53.4% | $4,869-47.3% |
| Participant deferral / active EE | $4,517 | $5,550-18.6% | $4,871-7.3% | $5,287-14.6% |
| Admin fee / account holder | $971 | $15,559-93.8% | $13,027-92.5% | $10,132-90.4% |