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 | $54,744 | $181,894-69.9% | $156,549-65.0% | $273,961-80.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 9.65% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,636 | $6,248-57.8% | $5,501-52.1% | $4,869-45.9% |
| Participant deferral / active EE | $5,838 | $5,550+5.2% | $4,871+19.9% | $5,287+10.4% |
| Admin fee / account holder | $737 | $15,559-95.3% | $13,027-94.3% | $10,132-92.7% |