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 | $56,780 | $153,772-63.1% | $133,980-57.6% | $273,961-79.3% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.1%-0.4pp | 83.0%+3.7pp |
| Annual return | 5.29% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,165 | $6,029-64.1% | $5,211-58.5% | $4,869-55.5% |
| Participant deferral / active EE | $3,746 | $6,958-46.2% | $6,282-40.4% | $5,287-29.1% |
| Admin fee / account holder | $1,105 | $11,765-90.6% | $9,324-88.2% | $10,132-89.1% |