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 | $66,493 | $153,772-56.8% | $133,980-50.4% | $273,961-75.7% |
| Participation rate | 79.2% | 88.4%-9.2pp | 87.1%-7.9pp | 83.0%-3.8pp |
| Annual return | 10.99% | 36.51%-25.5pp | 29.30%-18.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,671 | $6,029-55.7% | $5,211-48.8% | $4,869-45.1% |
| Participant deferral / active EE | $5,047 | $6,958-27.5% | $6,282-19.7% | $5,287-4.5% |
| Admin fee / account holder | $1,574 | $11,765-86.6% | $9,324-83.1% | $10,132-84.5% |