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 | $66,453 | $153,772-56.8% | $133,980-50.4% | $273,961-75.7% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 10.61% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,143 | $6,029-64.5% | $5,211-58.9% | $4,869-56.0% |
| Participant deferral / active EE | $4,285 | $6,958-38.4% | $6,282-31.8% | $5,287-18.9% |
| Admin fee / account holder | $1,344 | $11,765-88.6% | $9,324-85.6% | $10,132-86.7% |