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 | $50,230 | $215,361-76.7% | $171,082-70.6% | $273,961-81.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 6.64% | 25.14%-18.5pp | 32.56%-25.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,157 | $4,967-76.7% | $4,002-71.1% | $4,869-76.2% |
| Participant deferral / active EE | $3,090 | $5,543-44.3% | $4,797-35.6% | $5,287-41.6% |
| Admin fee / account holder | $1,329 | $10,846-87.7% | $8,520-84.4% | $10,132-86.9% |