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 | $114,896 | $181,894-36.8% | $156,549-26.6% | $273,961-58.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.83% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,283 | $6,248-63.5% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $3,607 | $5,550-35.0% | $4,871-26.0% | $5,287-31.8% |
| Admin fee / account holder | $1,230 | $15,559-92.1% | $13,027-90.6% | $10,132-87.9% |