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 | $68,657 | $181,894-62.3% | $156,549-56.1% | $273,961-74.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.15% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,179 | $6,248-49.1% | $5,501-42.2% | $4,869-34.7% |
| Participant deferral / active EE | $5,947 | $5,550+7.2% | $4,871+22.1% | $5,287+12.5% |
| Admin fee / account holder | $804 | $15,559-94.8% | $13,027-93.8% | $10,132-92.1% |