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 | $118,730 | $181,894-34.7% | $156,549-24.2% | $273,961-56.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 8.59% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,327 | $6,248-62.8% | $5,501-57.7% | $4,869-52.2% |
| Participant deferral / active EE | $5,951 | $5,550+7.2% | $4,871+22.2% | $5,287+12.5% |
| Admin fee / account holder | $3,614 | $15,559-76.8% | $13,027-72.3% | $10,132-64.3% |