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 | $22,712 | $135,952-83.3% | $123,892-81.7% | $273,961-91.7% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 6.44% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,826 | $5,170-64.7% | $4,617-60.5% | $4,869-62.5% |
| Participant deferral / active EE | $2,422 | $6,343-61.8% | $5,984-59.5% | $5,287-54.2% |
| Admin fee / account holder | $1,793 | $9,817-81.7% | $8,357-78.5% | $10,132-82.3% |