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 | $59,631 | $181,894-67.2% | $156,549-61.9% | $273,961-78.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 6.59% | 30.74%-24.2pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,945 | $6,248-68.9% | $5,501-64.7% | $4,869-60.1% |
| Participant deferral / active EE | $4,433 | $5,550-20.1% | $4,871-9.0% | $5,287-16.2% |
| Admin fee / account holder | $1,018 | $15,559-93.5% | $13,027-92.2% | $10,132-90.0% |