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 | $57,275 | $135,952-57.9% | $123,892-53.8% | $273,961-79.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.47% | 56.63%-51.2pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,764 | $5,170-27.2% | $4,617-18.5% | $4,869-22.7% |
| Participant deferral / active EE | $7,191 | $6,343+13.4% | $5,984+20.2% | $5,287+36.0% |
| Admin fee / account holder | $9,907 | $9,817+0.9% | $8,357+18.6% | $10,132-2.2% |