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 | $67,468 | $181,894-62.9% | $156,549-56.9% | $273,961-75.4% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 5.28% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $5,086 | $6,248-18.6% | $5,501-7.5% | $4,869+4.5% |
| Participant deferral / active EE | $4,900 | $5,550-11.7% | $4,871+0.6% | $5,287-7.3% |
| Admin fee / account holder | $1,005 | $15,559-93.5% | $13,027-92.3% | $10,132-90.1% |