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 | $105,581 | $153,772-31.3% | $133,980-21.2% | $273,961-61.5% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 5.54% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,278 | $6,029-78.8% | $5,211-75.5% | $4,869-73.8% |
| Participant deferral / active EE | $15,535 | $6,958+123.3% | $6,282+147.3% | $5,287+193.8% |
| Admin fee / account holder | $7,468 | $11,765-36.5% | $9,324-19.9% | $10,132-26.3% |