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 | $61,666 | $215,361-71.4% | $171,082-64.0% | $273,961-77.5% |
| Participation rate | 93.3% | 82.0%+11.3pp | 76.7%+16.6pp | 83.0%+10.3pp |
| Annual return | 10.69% | 25.14%-14.4pp | 32.56%-21.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,306 | $4,967-33.4% | $4,002-17.4% | $4,869-32.1% |
| Participant deferral / active EE | $6,444 | $5,543+16.2% | $4,797+34.3% | $5,287+21.9% |
| Admin fee / account holder | $881 | $10,846-91.9% | $8,520-89.7% | $10,132-91.3% |