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 | $74,421 | $135,952-45.3% | $123,892-39.9% | $273,961-72.8% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 7.57% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,660 | $5,170-67.9% | $4,617-64.0% | $4,869-65.9% |
| Participant deferral / active EE | $5,020 | $6,343-20.9% | $5,984-16.1% | $5,287-5.1% |
| Admin fee / account holder | $4,050 | $9,817-58.7% | $8,357-51.5% | $10,132-60.0% |