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 | $105,953 | $181,894-41.7% | $156,549-32.3% | $273,961-61.3% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 7.30% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,951 | $6,248-68.8% | $5,501-64.5% | $4,869-59.9% |
| Participant deferral / active EE | $4,355 | $5,550-21.5% | $4,871-10.6% | $5,287-17.6% |
| Admin fee / account holder | $655 | $15,559-95.8% | $13,027-95.0% | $10,132-93.5% |