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 | $53,193 | $135,952-60.9% | $123,892-57.1% | $273,961-80.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.92% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,749 | $5,170-46.8% | $4,617-40.5% | $4,869-43.5% |
| Participant deferral / active EE | $6,783 | $6,343+6.9% | $5,984+13.3% | $5,287+28.3% |
| Admin fee / account holder | $7,150 | $9,817-27.2% | $8,357-14.4% | $10,132-29.4% |