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 | $51,118 | $181,894-71.9% | $156,549-67.3% | $273,961-81.3% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 29.85% | 30.74%-0.9pp | 32.23%-2.4pp | 41.45%-11.6pp |
| Employer contribution / active EE | $1,474 | $6,248-76.4% | $5,501-73.2% | $4,869-69.7% |
| Participant deferral / active EE | $3,372 | $5,550-39.2% | $4,871-30.8% | $5,287-36.2% |
| Admin fee / account holder | $1,542 | $15,559-90.1% | $13,027-88.2% | $10,132-84.8% |