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 | $88,615 | $153,772-42.4% | $133,980-33.9% | $273,961-67.7% |
| Participation rate | 76.9% | 88.4%-11.4pp | 87.1%-10.1pp | 83.0%-6.1pp |
| Annual return | 5.90% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,903 | $6,029-68.4% | $5,211-63.5% | $4,869-60.9% |
| Participant deferral / active EE | $3,164 | $6,958-54.5% | $6,282-49.6% | $5,287-40.2% |
| Admin fee / account holder | $796 | $11,765-93.2% | $9,324-91.5% | $10,132-92.1% |