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 | $59,982 | $181,894-67.0% | $156,549-61.7% | $273,961-78.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 2.94% | 30.74%-27.8pp | 32.23%-29.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,962 | $6,248-68.6% | $5,501-64.3% | $4,869-59.7% |
| Participant deferral / active EE | $3,920 | $5,550-29.4% | $4,871-19.5% | $5,287-25.8% |
| Admin fee / account holder | $3,053 | $15,559-80.4% | $13,027-76.6% | $10,132-69.9% |