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 | $84,838 | $181,894-53.4% | $156,549-45.8% | $273,961-69.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 4.56% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,663 | $6,248-73.4% | $5,501-69.8% | $4,869-65.8% |
| Participant deferral / active EE | $5,079 | $5,550-8.5% | $4,871+4.3% | $5,287-3.9% |
| Admin fee / account holder | $1,525 | $15,559-90.2% | $13,027-88.3% | $10,132-85.0% |