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 | $48,018 | $181,894-73.6% | $156,549-69.3% | $273,961-82.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.95% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,324 | $6,248-62.8% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $4,175 | $5,550-24.8% | $4,871-14.3% | $5,287-21.0% |
| Admin fee / account holder | $496 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |