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 | $91,563 | $181,894-49.7% | $156,549-41.5% | $273,961-66.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 13.37% | 30.74%-17.4pp | 32.23%-18.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $4,613 | $6,248-26.2% | $5,501-16.2% | $4,869-5.3% |
| Participant deferral / active EE | $4,236 | $5,550-23.7% | $4,871-13.0% | $5,287-19.9% |
| Admin fee / account holder | $5,321 | $15,559-65.8% | $13,027-59.2% | $10,132-47.5% |