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 | $123,417 | $181,894-32.1% | $156,549-21.2% | $273,961-55.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 8.39% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,495 | $6,248-76.1% | $5,501-72.8% | $4,869-69.3% |
| Participant deferral / active EE | $5,769 | $5,550+3.9% | $4,871+18.4% | $5,287+9.1% |
| Admin fee / account holder | $392 | $15,559-97.5% | $13,027-97.0% | $10,132-96.1% |