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 | $122,657 | $181,894-32.6% | $156,549-21.6% | $273,961-55.2% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.76% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,449 | $6,248-76.8% | $5,501-73.7% | $4,869-70.2% |
| Participant deferral / active EE | $3,802 | $5,550-31.5% | $4,871-21.9% | $5,287-28.1% |
| Admin fee / account holder | $1,756 | $15,559-88.7% | $13,027-86.5% | $10,132-82.7% |