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 | $101,608 | $135,952-25.3% | $123,892-18.0% | $273,961-62.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.02% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,784 | $5,170-46.2% | $4,617-39.7% | $4,869-42.8% |
| Participant deferral / active EE | $6,457 | $6,343+1.8% | $5,984+7.9% | $5,287+22.1% |
| Admin fee / account holder | $47,723 | $9,817+386.1% | $8,357+471.1% | $10,132+371.0% |