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 | $79,321 | $135,952-41.7% | $123,892-36.0% | $273,961-71.0% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 5.94% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $948 | $5,170-81.7% | $4,617-79.5% | $4,869-80.5% |
| Participant deferral / active EE | $5,843 | $6,343-7.9% | $5,984-2.4% | $5,287+10.5% |
| Admin fee / account holder | $1,297 | $9,817-86.8% | $8,357-84.5% | $10,132-87.2% |