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 | $23,156 | $153,311-84.9% | $109,313-78.8% | $273,961-91.5% |
| Participation rate | 94.4% | 80.1%+14.4pp | 71.3%+23.2pp | 83.0%+11.4pp |
| Annual return | 4.77% | 29.86%-25.1pp | 22.07%-17.3pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,790 | $5,619-68.1% | $3,892-54.0% | $4,869-63.2% |
| Participant deferral / active EE | $1,789 | $3,932-54.5% | $3,166-43.5% | $5,287-66.2% |
| Admin fee / account holder | $2,868 | $8,076-64.5% | $5,666-49.4% | $10,132-71.7% |