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 | $58,911 | $181,894-67.6% | $156,549-62.4% | $273,961-78.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 5.92% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,061 | $6,248-67.0% | $5,501-62.5% | $4,869-57.7% |
| Participant deferral / active EE | $3,079 | $5,550-44.5% | $4,871-36.8% | $5,287-41.8% |
| Admin fee / account holder | $1,091 | $15,559-93.0% | $13,027-91.6% | $10,132-89.2% |