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 | $70,389 | $181,894-61.3% | $156,549-55.0% | $273,961-74.3% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,306 | $6,248-47.1% | $5,501-39.9% | $4,869-32.1% |
| Participant deferral / active EE | $6,394 | $5,550+15.2% | $4,871+31.3% | $5,287+20.9% |
| Admin fee / account holder | $2,395 | $15,559-84.6% | $13,027-81.6% | $10,132-76.4% |