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 | $26,801 | $215,361-87.6% | $171,082-84.3% | $273,961-90.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 5.26% | 25.14%-19.9pp | 32.56%-27.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $832 | $4,967-83.3% | $4,002-79.2% | $4,869-82.9% |
| Participant deferral / active EE | $1,815 | $5,543-67.3% | $4,797-62.2% | $5,287-65.7% |
| Admin fee / account holder | $5,157 | $10,846-52.5% | $8,520-39.5% | $10,132-49.1% |