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 | $68,410 | $153,772-55.5% | $133,980-48.9% | $273,961-75.0% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 3.96% | 36.51%-32.6pp | 29.30%-25.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,302 | $6,029-61.8% | $5,211-55.8% | $4,869-52.7% |
| Participant deferral / active EE | $2,707 | $6,958-61.1% | $6,282-56.9% | $5,287-48.8% |
| Admin fee / account holder | $328 | $11,765-97.2% | $9,324-96.5% | $10,132-96.8% |