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 | $27,978 | $215,361-87.0% | $171,082-83.6% | $273,961-89.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 6.08% | 25.14%-19.1pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,054 | $4,967-78.8% | $4,002-73.7% | $4,869-78.4% |
| Participant deferral / active EE | $1,994 | $5,543-64.0% | $4,797-58.4% | $5,287-62.3% |
| Admin fee / account holder | $1,538 | $10,846-85.8% | $8,520-81.9% | $10,132-84.8% |