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 | $94,962 | $181,894-47.8% | $156,549-39.3% | $273,961-65.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 11.36% | 30.74%-19.4pp | 32.23%-20.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,524 | $6,248-75.6% | $5,501-72.3% | $4,869-68.7% |
| Participant deferral / active EE | $6,354 | $5,550+14.5% | $4,871+30.4% | $5,287+20.2% |
| Admin fee / account holder | $427 | $15,559-97.3% | $13,027-96.7% | $10,132-95.8% |