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 | $62,649 | $181,894-65.6% | $156,549-60.0% | $273,961-77.1% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 6.91% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,461 | $6,248-60.6% | $5,501-55.3% | $4,869-49.5% |
| Participant deferral / active EE | $4,853 | $5,550-12.6% | $4,871-0.4% | $5,287-8.2% |
| Admin fee / account holder | $1,262 | $15,559-91.9% | $13,027-90.3% | $10,132-87.5% |