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 | $87,121 | $181,894-52.1% | $156,549-44.3% | $273,961-68.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,419 | $6,248-77.3% | $5,501-74.2% | $4,869-70.9% |
| Participant deferral / active EE | $3,386 | $5,550-39.0% | $4,871-30.5% | $5,287-36.0% |
| Admin fee / account holder | $7,552 | $15,559-51.5% | $13,027-42.0% | $10,132-25.5% |