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 | $70,297 | $153,772-54.3% | $133,980-47.5% | $273,961-74.3% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 9.52% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,732 | $6,029-71.3% | $5,211-66.8% | $4,869-64.4% |
| Participant deferral / active EE | $4,835 | $6,958-30.5% | $6,282-23.0% | $5,287-8.5% |
| Admin fee / account holder | $3,533 | $11,765-70.0% | $9,324-62.1% | $10,132-65.1% |