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 | $66,680 | $135,952-51.0% | $123,892-46.2% | $273,961-75.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.29% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,663 | $5,170-67.8% | $4,617-64.0% | $4,869-65.8% |
| Participant deferral / active EE | $4,181 | $6,343-34.1% | $5,984-30.1% | $5,287-20.9% |
| Admin fee / account holder | $3,826 | $9,817-61.0% | $8,357-54.2% | $10,132-62.2% |