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 | $51,677 | $181,894-71.6% | $156,549-67.0% | $273,961-81.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.38% | 30.74%-22.4pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,650 | $6,248-73.6% | $5,501-70.0% | $4,869-66.1% |
| Participant deferral / active EE | $4,668 | $5,550-15.9% | $4,871-4.2% | $5,287-11.7% |
| Admin fee / account holder | $1,291 | $15,559-91.7% | $13,027-90.1% | $10,132-87.3% |