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 | $128,901 | $181,894-29.1% | $156,549-17.7% | $273,961-52.9% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 7.69% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,635 | $6,248-73.8% | $5,501-70.3% | $4,869-66.4% |
| Participant deferral / active EE | $7,173 | $5,550+29.3% | $4,871+47.3% | $5,287+35.7% |
| Admin fee / account holder | $511 | $15,559-96.7% | $13,027-96.1% | $10,132-95.0% |