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 | $61,067 | $90,503-32.5% | $78,689-22.4% | $273,961-77.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 3.08% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,583 | $3,176-50.2% | $2,851-44.5% | $4,869-67.5% |
| Participant deferral / active EE | $5,500 | $3,901+41.0% | $3,517+56.4% | $5,287+4.0% |
| Admin fee / account holder | $11,956 | $5,263+127.2% | $4,510+165.1% | $10,132+18.0% |