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 9-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 | $53,068 | $181,894-70.8% | $156,549-66.1% | $273,961-80.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 3.06% | 30.74%-27.7pp | 32.23%-29.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,895 | $6,248-53.7% | $5,501-47.4% | $4,869-40.5% |
| Participant deferral / active EE | $4,809 | $5,550-13.4% | $4,871-1.3% | $5,287-9.0% |
| Admin fee / account holder | $10,988 | $15,559-29.4% | $13,027-15.7% | $10,132+8.5% |