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 | $57,813 | $153,772-62.4% | $133,980-56.8% | $273,961-78.9% |
| Participation rate | 84.6% | 88.4%-3.7pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 10.46% | 36.51%-26.1pp | 29.30%-18.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,897 | $6,029-52.0% | $5,211-44.4% | $4,869-40.5% |
| Participant deferral / active EE | $6,166 | $6,958-11.4% | $6,282-1.8% | $5,287+16.6% |
| Admin fee / account holder | $730 | $11,765-93.8% | $9,324-92.2% | $10,132-92.8% |