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 | $63,336 | $90,503-30.0% | $78,689-19.5% | $273,961-76.9% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 10.33% | 75.60%-65.3pp | 62.18%-51.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,012 | $3,176-68.1% | $2,851-64.5% | $4,869-79.2% |
| Participant deferral / active EE | $2,238 | $3,901-42.6% | $3,517-36.4% | $5,287-57.7% |
| Admin fee / account holder | $907 | $5,263-82.8% | $4,510-79.9% | $10,132-91.0% |