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 | $84,093 | $181,894-53.8% | $156,549-46.3% | $273,961-69.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 7.62% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,392 | $6,248-61.7% | $5,501-56.5% | $4,869-50.9% |
| Participant deferral / active EE | $5,518 | $5,550-0.6% | $4,871+13.3% | $5,287+4.4% |
| Admin fee / account holder | $605 | $15,559-96.1% | $13,027-95.4% | $10,132-94.0% |