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 | $39,580 | $136,307-71.0% | $106,619-62.9% | $273,961-85.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 78.0%-3.0pp | 83.0%-8.0pp |
| Annual return | 7.29% | 11.05%-3.8pp | 9.42%-2.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,974 | $5,190-42.7% | $3,947-24.7% | $4,869-38.9% |
| Participant deferral / active EE | $5,040 | $4,969+1.4% | $3,930+28.2% | $5,287-4.7% |
| Admin fee / account holder | $4,550 | $8,625-47.2% | $6,418-29.1% | $10,132-55.1% |