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 | $77,747 | $90,503-14.1% | $78,689-1.2% | $273,961-71.6% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 7.36% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,037 | $3,176-35.8% | $2,851-28.5% | $4,869-58.2% |
| Participant deferral / active EE | $8,176 | $3,901+109.6% | $3,517+132.5% | $5,287+54.6% |
| Admin fee / account holder | $7,973 | $5,263+51.5% | $4,510+76.8% | $10,132-21.3% |