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 | $88,370 | $135,952-35.0% | $123,892-28.7% | $273,961-67.7% |
| Participation rate | 76.2% | 84.1%-7.9pp | 81.4%-5.2pp | 83.0%-6.8pp |
| Annual return | 4.86% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,826 | $5,170-45.3% | $4,617-38.8% | $4,869-42.0% |
| Participant deferral / active EE | $5,773 | $6,343-9.0% | $5,984-3.5% | $5,287+9.2% |
| Admin fee / account holder | $12,875 | $9,817+31.2% | $8,357+54.1% | $10,132+27.1% |