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 | $63,714 | $181,894-65.0% | $156,549-59.3% | $273,961-76.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.06% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,102 | $6,248-66.4% | $5,501-61.8% | $4,869-56.8% |
| Participant deferral / active EE | $4,046 | $5,550-27.1% | $4,871-16.9% | $5,287-23.5% |
| Admin fee / account holder | $1,196 | $15,559-92.3% | $13,027-90.8% | $10,132-88.2% |