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 | $85,490 | $135,952-37.1% | $123,892-31.0% | $273,961-68.8% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 7.25% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,652 | $5,170-48.7% | $4,617-42.6% | $4,869-45.5% |
| Participant deferral / active EE | $6,248 | $6,343-1.5% | $5,984+4.4% | $5,287+18.2% |
| Admin fee / account holder | $22,571 | $9,817+129.9% | $8,357+170.1% | $10,132+122.8% |