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 | $152,257 | $181,894-16.3% | $156,549-2.7% | $273,961-44.4% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 6.42% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,153 | $6,248-65.5% | $5,501-60.9% | $4,869-55.8% |
| Participant deferral / active EE | $5,223 | $5,550-5.9% | $4,871+7.2% | $5,287-1.2% |
| Admin fee / account holder | $35,592 | $15,559+128.8% | $13,027+173.2% | $10,132+251.3% |