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 | $45,328 | $181,894-75.1% | $156,549-71.0% | $273,961-83.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,479 | $6,248-28.3% | $5,501-18.6% | $4,869-8.0% |
| Participant deferral / active EE | $6,424 | $5,550+15.7% | $4,871+31.9% | $5,287+21.5% |
| Admin fee / account holder | $1,257 | $15,559-91.9% | $13,027-90.3% | $10,132-87.6% |