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 | $25,676 | $153,311-83.3% | $109,313-76.5% | $273,961-90.6% |
| Participation rate | 94.1% | 80.1%+14.0pp | 71.3%+22.9pp | 83.0%+11.1pp |
| Annual return | 8.60% | 29.86%-21.3pp | 22.07%-13.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,537 | $5,619-54.9% | $3,892-34.8% | $4,869-47.9% |
| Participant deferral / active EE | $2,633 | $3,932-33.0% | $3,166-16.9% | $5,287-50.2% |
| Admin fee / account holder | $1,788 | $8,076-77.9% | $5,666-68.4% | $10,132-82.4% |