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 | $84,274 | $181,894-53.7% | $156,549-46.2% | $273,961-69.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,007 | $6,248-67.9% | $5,501-63.5% | $4,869-58.8% |
| Participant deferral / active EE | $3,761 | $5,550-32.2% | $4,871-22.8% | $5,287-28.9% |
| Admin fee / account holder | $673 | $15,559-95.7% | $13,027-94.8% | $10,132-93.4% |