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 | $117,538 | $153,772-23.6% | $133,980-12.3% | $273,961-57.1% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 7.37% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,297 | $6,029-61.9% | $5,211-55.9% | $4,869-52.8% |
| Participant deferral / active EE | $3,990 | $6,958-42.7% | $6,282-36.5% | $5,287-24.5% |
| Admin fee / account holder | $757 | $11,765-93.6% | $9,324-91.9% | $10,132-92.5% |