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 | $69,939 | $181,894-61.5% | $156,549-55.3% | $273,961-74.5% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 8.31% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $5,632 | $6,248-9.9% | $5,501+2.4% | $4,869+15.7% |
| Participant deferral / active EE | $5,159 | $5,550-7.1% | $4,871+5.9% | $5,287-2.4% |
| Admin fee / account holder | $708 | $15,559-95.4% | $13,027-94.6% | $10,132-93.0% |