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 | $64,690 | $181,894-64.4% | $156,549-58.7% | $273,961-76.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.82% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,270 | $6,248-47.7% | $5,501-40.6% | $4,869-32.8% |
| Participant deferral / active EE | $7,659 | $5,550+38.0% | $4,871+57.2% | $5,287+44.9% |
| Admin fee / account holder | $11,756 | $15,559-24.4% | $13,027-9.8% | $10,132+16.0% |