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 | $23,776 | $215,361-89.0% | $171,082-86.1% | $273,961-91.3% |
| Participation rate | 95.2% | 82.0%+13.2pp | 76.7%+18.5pp | 83.0%+12.2pp |
| Annual return | 9.35% | 25.14%-15.8pp | 32.56%-23.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,960 | $4,967-60.5% | $4,002-51.0% | $4,869-59.7% |
| Participant deferral / active EE | $2,615 | $5,543-52.8% | $4,797-45.5% | $5,287-50.5% |
| Admin fee / account holder | $2,990 | $10,846-72.4% | $8,520-64.9% | $10,132-70.5% |