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 | $81,191 | $181,894-55.4% | $156,549-48.1% | $273,961-70.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 9.06% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,416 | $6,248-61.3% | $5,501-56.1% | $4,869-50.4% |
| Participant deferral / active EE | $5,544 | $5,550-0.1% | $4,871+13.8% | $5,287+4.9% |
| Admin fee / account holder | $2,412 | $15,559-84.5% | $13,027-81.5% | $10,132-76.2% |