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 | $70,089 | $181,894-61.5% | $156,549-55.2% | $273,961-74.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 5.36% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $7,387 | $6,248+18.2% | $5,501+34.3% | $4,869+51.7% |
| Participant deferral / active EE | $3,594 | $5,550-35.2% | $4,871-26.2% | $5,287-32.0% |
| Admin fee / account holder | $123,793 | $15,559+695.6% | $13,027+850.3% | $10,132+1121.8% |