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 | $58,553 | $181,894-67.8% | $156,549-62.6% | $273,961-78.6% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 7.44% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,842 | $6,248-70.5% | $5,501-66.5% | $4,869-62.2% |
| Participant deferral / active EE | $4,326 | $5,550-22.1% | $4,871-11.2% | $5,287-18.2% |
| Admin fee / account holder | $3,090 | $15,559-80.1% | $13,027-76.3% | $10,132-69.5% |