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 | $82,529 | $181,894-54.6% | $156,549-47.3% | $273,961-69.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 5.81% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,930 | $6,248-53.1% | $5,501-46.7% | $4,869-39.8% |
| Participant deferral / active EE | $8,791 | $5,550+58.4% | $4,871+80.5% | $5,287+66.3% |
| Admin fee / account holder | $442 | $15,559-97.2% | $13,027-96.6% | $10,132-95.6% |