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 | $77,299 | $181,894-57.5% | $156,549-50.6% | $273,961-71.8% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 5.92% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,505 | $6,248-59.9% | $5,501-54.5% | $4,869-48.6% |
| Participant deferral / active EE | $5,679 | $5,550+2.3% | $4,871+16.6% | $5,287+7.4% |
| Admin fee / account holder | $7,800 | $15,559-49.9% | $13,027-40.1% | $10,132-23.0% |