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 | $94,211 | $181,894-48.2% | $156,549-39.8% | $273,961-65.6% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,469 | $6,248-76.5% | $5,501-73.3% | $4,869-69.8% |
| Participant deferral / active EE | $5,927 | $5,550+6.8% | $4,871+21.7% | $5,287+12.1% |
| Admin fee / account holder | $552 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |