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 | $78,277 | $136,307-42.6% | $106,619-26.6% | $273,961-71.4% |
| Participation rate | 71.4% | 84.8%-13.3pp | 78.0%-6.6pp | 83.0%-11.6pp |
| Annual return | 9.06% | 11.05%-2.0pp | 9.42%-0.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,400 | $5,190-73.0% | $3,947-64.5% | $4,869-71.2% |
| Participant deferral / active EE | $4,878 | $4,969-1.8% | $3,930+24.1% | $5,287-7.7% |
| Admin fee / account holder | $3,822 | $8,625-55.7% | $6,418-40.5% | $10,132-62.3% |