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 | $68,663 | $153,772-55.3% | $133,980-48.8% | $273,961-74.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 8.07% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,845 | $6,029-69.4% | $5,211-64.6% | $4,869-62.1% |
| Participant deferral / active EE | $4,192 | $6,958-39.8% | $6,282-33.3% | $5,287-20.7% |
| Admin fee / account holder | $316 | $11,765-97.3% | $9,324-96.6% | $10,132-96.9% |