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 | $52,094 | $135,952-61.7% | $123,892-58.0% | $273,961-81.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 5.15% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,978 | $5,170-61.7% | $4,617-57.2% | $4,869-59.4% |
| Participant deferral / active EE | $6,476 | $6,343+2.1% | $5,984+8.2% | $5,287+22.5% |
| Admin fee / account holder | $661 | $9,817-93.3% | $8,357-92.1% | $10,132-93.5% |