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 | $50,468 | $181,894-72.3% | $156,549-67.8% | $273,961-81.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 9.90% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,051 | $6,248-67.2% | $5,501-62.7% | $4,869-57.9% |
| Participant deferral / active EE | $3,709 | $5,550-33.2% | $4,871-23.9% | $5,287-29.9% |
| Admin fee / account holder | $352 | $15,559-97.7% | $13,027-97.3% | $10,132-96.5% |