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 | $54,079 | $181,894-70.3% | $156,549-65.5% | $273,961-80.3% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 8.33% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,677 | $6,248-57.2% | $5,501-51.3% | $4,869-45.0% |
| Participant deferral / active EE | $3,722 | $5,550-32.9% | $4,871-23.6% | $5,287-29.6% |
| Admin fee / account holder | $2,561 | $15,559-83.5% | $13,027-80.3% | $10,132-74.7% |