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 | $67,596 | $86,929-22.2% | $102,423-34.0% | $80,856-16.4% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.6%+23.4pp |
| Annual return | 10.83% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $738 | $2,369-68.9% | $3,023-75.6% | $2,755-73.2% |
| Participant deferral / active EE | $2,900 | $4,118-29.6% | $5,053-42.6% | $4,296-32.5% |
| Admin fee / account holder | $4,812 | $8,049-40.2% | $9,451-49.1% | $6,918-30.4% |