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 | $63,383 | $215,361-70.6% | $171,082-63.0% | $273,961-76.9% |
| Participation rate | 93.3% | 82.0%+11.3pp | 76.7%+16.6pp | 83.0%+10.3pp |
| Annual return | 4.17% | 25.14%-21.0pp | 32.56%-28.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,665 | $4,967-46.3% | $4,002-33.4% | $4,869-45.3% |
| Participant deferral / active EE | $1,739 | $5,543-68.6% | $4,797-63.8% | $5,287-67.1% |
| Admin fee / account holder | $2,086 | $10,846-80.8% | $8,520-75.5% | $10,132-79.4% |