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 | $47,770 | $181,894-73.7% | $156,549-69.5% | $273,961-82.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 3.10% | 30.74%-27.6pp | 32.23%-29.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $6,729 | $6,248+7.7% | $5,501+22.3% | $4,869+38.2% |
| Participant deferral / active EE | $3,016 | $5,550-45.7% | $4,871-38.1% | $5,287-43.0% |
| Admin fee / account holder | $26,401 | $15,559+69.7% | $13,027+102.7% | $10,132+160.6% |