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 | $101,756 | $215,361-52.8% | $171,082-40.5% | $273,961-62.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 5.44% | 25.14%-19.7pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $359 | $4,967-92.8% | $4,002-91.0% | $4,869-92.6% |
| Participant deferral / active EE | $2,860 | $5,543-48.4% | $4,797-40.4% | $5,287-45.9% |
| Admin fee / account holder | $343 | $10,846-96.8% | $8,520-96.0% | $10,132-96.6% |