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 | $60,119 | $135,952-55.8% | $123,892-51.5% | $273,961-78.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.46% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,444 | $5,170-52.7% | $4,617-47.1% | $4,869-49.8% |
| Participant deferral / active EE | $4,463 | $6,343-29.6% | $5,984-25.4% | $5,287-15.6% |
| Admin fee / account holder | $16,315 | $9,817+66.2% | $8,357+95.2% | $10,132+61.0% |