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 | $61,957 | $181,894-65.9% | $156,549-60.4% | $273,961-77.4% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 9.69% | 30.74%-21.1pp | 32.23%-22.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,771 | $6,248-39.7% | $5,501-31.5% | $4,869-22.6% |
| Participant deferral / active EE | $3,464 | $5,550-37.6% | $4,871-28.9% | $5,287-34.5% |
| Admin fee / account holder | $827 | $15,559-94.7% | $13,027-93.7% | $10,132-91.8% |