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 | $94,576 | $153,772-38.5% | $133,980-29.4% | $273,961-65.5% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.1%-6.1pp | 83.0%-2.1pp |
| Annual return | 8.30% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,028 | $6,029-49.8% | $5,211-41.9% | $4,869-37.8% |
| Participant deferral / active EE | $6,231 | $6,958-10.5% | $6,282-0.8% | $5,287+17.9% |
| Admin fee / account holder | $3,062 | $11,765-74.0% | $9,324-67.2% | $10,132-69.8% |