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 | $72,085 | $153,772-53.1% | $133,980-46.2% | $273,961-73.7% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.1%+7.7pp | 83.0%+11.7pp |
| Annual return | 7.61% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,549 | $6,029-57.7% | $5,211-51.1% | $4,869-47.7% |
| Participant deferral / active EE | $4,604 | $6,958-33.8% | $6,282-26.7% | $5,287-12.9% |
| Admin fee / account holder | $797 | $11,765-93.2% | $9,324-91.5% | $10,132-92.1% |