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 | $62,232 | $135,952-54.2% | $123,892-49.8% | $273,961-77.3% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 17.91% | 56.63%-38.7pp | 47.52%-29.6pp | 41.45%-23.5pp |
| Employer contribution / active EE | $1,578 | $5,170-69.5% | $4,617-65.8% | $4,869-67.6% |
| Participant deferral / active EE | $6,040 | $6,343-4.8% | $5,984+0.9% | $5,287+14.2% |
| Admin fee / account holder | $8,320 | $9,817-15.3% | $8,357-0.4% | $10,132-17.9% |