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 | $58,823 | $153,772-61.7% | $133,980-56.1% | $273,961-78.5% |
| Participation rate | 84.6% | 88.4%-3.7pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 3.40% | 36.51%-33.1pp | 29.30%-25.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,002 | $6,029-66.8% | $5,211-61.6% | $4,869-58.9% |
| Participant deferral / active EE | $2,696 | $6,958-61.3% | $6,282-57.1% | $5,287-49.0% |
| Admin fee / account holder | $2,100 | $11,765-82.1% | $9,324-77.5% | $10,132-79.3% |