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 | $50,161 | $81,460-38.4% | $103,333-51.5% | $80,856-38.0% |
| Participation rate | 79.5% | 66.8%+12.7pp | 74.5%+5.0pp | 67.6%+11.9pp |
| Annual return | 27.58% | 25.55%+2.0pp | 24.88%+2.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $3,010 | $3,105-3.1% | $3,868-22.2% | $2,755+9.3% |
| Participant deferral / active EE | $6,042 | $3,869+56.2% | $5,057+19.5% | $4,296+40.7% |
| Admin fee / account holder | $357 | $6,566-94.6% | $8,355-95.7% | $6,918-94.8% |