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 | $124,686 | $181,894-31.5% | $156,549-20.4% | $273,961-54.5% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 9.76% | 30.74%-21.0pp | 32.23%-22.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $7,738 | $6,248+23.8% | $5,501+40.7% | $4,869+58.9% |
| Participant deferral / active EE | $5,269 | $5,550-5.1% | $4,871+8.2% | $5,287-0.3% |
| Admin fee / account holder | $2,013 | $15,559-87.1% | $13,027-84.5% | $10,132-80.1% |