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 | $65,461 | $153,772-57.4% | $133,980-51.1% | $273,961-76.1% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 7.15% | 36.51%-29.4pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,855 | $6,029-69.2% | $5,211-64.4% | $4,869-61.9% |
| Participant deferral / active EE | $3,590 | $6,958-48.4% | $6,282-42.9% | $5,287-32.1% |
| Admin fee / account holder | $2,928 | $11,765-75.1% | $9,324-68.6% | $10,132-71.1% |