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 | $51,667 | $215,361-76.0% | $171,082-69.8% | $273,961-81.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 4.71% | 25.14%-20.4pp | 32.56%-27.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $899 | $4,967-81.9% | $4,002-77.5% | $4,869-81.5% |
| Participant deferral / active EE | $5,188 | $5,543-6.4% | $4,797+8.2% | $5,287-1.9% |
| Admin fee / account holder | $2,691 | $10,846-75.2% | $8,520-68.4% | $10,132-73.4% |