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 | $114,854 | $135,952-15.5% | $123,892-7.3% | $273,961-58.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.36% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,615 | $5,170-68.8% | $4,617-65.0% | $4,869-66.8% |
| Participant deferral / active EE | $4,753 | $6,343-25.1% | $5,984-20.6% | $5,287-10.1% |
| Admin fee / account holder | $1,368 | $9,817-86.1% | $8,357-83.6% | $10,132-86.5% |