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 | $61,571 | $215,361-71.4% | $171,082-64.0% | $273,961-77.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | 13.82% | 25.14%-11.3pp | 32.56%-18.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $603 | $4,967-87.9% | $4,002-84.9% | $4,869-87.6% |
| Participant deferral / active EE | $3,671 | $5,543-33.8% | $4,797-23.5% | $5,287-30.6% |
| Admin fee / account holder | $2,972 | $10,846-72.6% | $8,520-65.1% | $10,132-70.7% |