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 | $78,625 | $138,385-43.2% | $184,200-57.3% | $80,874-2.8% |
| Participation rate | 94.8% | 83.9%+11.0pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 16.83% | 20.02%-3.2pp | 28.80%-12.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $2,664 | $4,849-45.1% | $6,424-58.5% | $2,756-3.3% |
| Participant deferral / active EE | $5,110 | $7,073-27.8% | $9,132-44.0% | $4,297+18.9% |
| Admin fee / account holder | $6,376 | $10,483-39.2% | $13,907-54.2% | $6,935-8.1% |