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 | $67,332 | $181,894-63.0% | $156,549-57.0% | $273,961-75.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 9.59% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,082 | $6,248-66.7% | $5,501-62.1% | $4,869-57.2% |
| Participant deferral / active EE | $4,371 | $5,550-21.2% | $4,871-10.3% | $5,287-17.3% |
| Admin fee / account holder | $528 | $15,559-96.6% | $13,027-95.9% | $10,132-94.8% |