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 | $79,103 | $181,894-56.5% | $156,549-49.5% | $273,961-71.1% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,388 | $6,248-45.8% | $5,501-38.4% | $4,869-30.4% |
| Participant deferral / active EE | $8,645 | $5,550+55.8% | $4,871+77.5% | $5,287+63.5% |
| Admin fee / account holder | $530 | $15,559-96.6% | $13,027-95.9% | $10,132-94.8% |