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 | $94,268 | $181,894-48.2% | $156,549-39.8% | $273,961-65.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 5.86% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,267 | $6,248-63.7% | $5,501-58.8% | $4,869-53.4% |
| Participant deferral / active EE | $10,797 | $5,550+94.5% | $4,871+121.6% | $5,287+104.2% |
| Admin fee / account holder | $835 | $15,559-94.6% | $13,027-93.6% | $10,132-91.8% |