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 | $124,037 | $153,772-19.3% | $133,980-7.4% | $273,961-54.7% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 4.82% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,411 | $6,029-76.6% | $5,211-72.9% | $4,869-71.0% |
| Participant deferral / active EE | $3,357 | $6,958-51.8% | $6,282-46.6% | $5,287-36.5% |
| Admin fee / account holder | $2,538 | $11,765-78.4% | $9,324-72.8% | $10,132-75.0% |