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 | $73,917 | $181,894-59.4% | $156,549-52.8% | $273,961-73.0% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,157 | $6,248-65.5% | $5,501-60.8% | $4,869-55.7% |
| Participant deferral / active EE | $5,720 | $5,550+3.1% | $4,871+17.4% | $5,287+8.2% |
| Admin fee / account holder | $338 | $15,559-97.8% | $13,027-97.4% | $10,132-96.7% |