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 | $73,364 | $181,894-59.7% | $156,549-53.1% | $273,961-73.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.79% | 30.74%-21.0pp | 32.23%-22.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,322 | $6,248-78.8% | $5,501-76.0% | $4,869-72.8% |
| Participant deferral / active EE | $2,131 | $5,550-61.6% | $4,871-56.3% | $5,287-59.7% |
| Admin fee / account holder | $1,038 | $15,559-93.3% | $13,027-92.0% | $10,132-89.8% |