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 8-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 | $71,560 | $181,894-60.7% | $156,549-54.3% | $273,961-73.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.91% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,658 | $6,248-57.5% | $5,501-51.7% | $4,869-45.4% |
| Participant deferral / active EE | $7,300 | $5,550+31.5% | $4,871+49.9% | $5,287+38.1% |
| Admin fee / account holder | $1,414 | $15,559-90.9% | $13,027-89.1% | $10,132-86.0% |