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 | $52,061 | $181,894-71.4% | $156,549-66.7% | $273,961-81.0% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 7.51% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $5,208 | $6,248-16.7% | $5,501-5.3% | $4,869+7.0% |
| Participant deferral / active EE | $5,388 | $5,550-2.9% | $4,871+10.6% | $5,287+1.9% |
| Admin fee / account holder | $1,038 | $15,559-93.3% | $13,027-92.0% | $10,132-89.8% |