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 | $59,671 | $135,952-56.1% | $123,892-51.8% | $273,961-78.2% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 10.61% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,896 | $5,170-44.0% | $4,617-37.3% | $4,869-40.5% |
| Participant deferral / active EE | $5,882 | $6,343-7.3% | $5,984-1.7% | $5,287+11.2% |
| Admin fee / account holder | $4,584 | $9,817-53.3% | $8,357-45.1% | $10,132-54.8% |