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 | $66,640 | $153,772-56.7% | $133,980-50.3% | $273,961-75.7% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.1%+8.4pp | 83.0%+12.4pp |
| Annual return | 3.58% | 36.51%-32.9pp | 29.30%-25.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,903 | $6,029-68.4% | $5,211-63.5% | $4,869-60.9% |
| Participant deferral / active EE | $9,501 | $6,958+36.5% | $6,282+51.3% | $5,287+79.7% |
| Admin fee / account holder | $2,007 | $11,765-82.9% | $9,324-78.5% | $10,132-80.2% |