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 | $108,060 | $154,228-29.9% | $145,433-25.7% | $137,256-21.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.74% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,808 | $4,804+41.7% | $4,554+49.5% | $4,156+63.8% |
| Participant deferral / active EE | $4,624 | $8,216-43.7% | $7,897-41.4% | $6,407-27.8% |
| Admin fee / account holder | $2,117 | $14,344-85.2% | $13,129-83.9% | $12,270-82.7% |