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 | $85,655 | $181,894-52.9% | $156,549-45.3% | $273,961-68.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.32% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,758 | $6,248-55.9% | $5,501-49.9% | $4,869-43.3% |
| Participant deferral / active EE | $3,580 | $5,550-35.5% | $4,871-26.5% | $5,287-32.3% |
| Admin fee / account holder | $3,246 | $15,559-79.1% | $13,027-75.1% | $10,132-68.0% |