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 | $88,836 | $215,361-58.8% | $171,082-48.1% | $273,961-67.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.05% | 25.14%-14.1pp | 32.56%-21.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,258 | $4,967-54.5% | $4,002-43.6% | $4,869-53.6% |
| Participant deferral / active EE | $2,743 | $5,543-50.5% | $4,797-42.8% | $5,287-48.1% |
| Admin fee / account holder | $7,261 | $10,846-33.1% | $8,520-14.8% | $10,132-28.3% |