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 | $84,968 | $181,894-53.3% | $156,549-45.7% | $273,961-69.0% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 5.83% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,496 | $6,248-44.0% | $5,501-36.4% | $4,869-28.2% |
| Participant deferral / active EE | $5,148 | $5,550-7.2% | $4,871+5.7% | $5,287-2.6% |
| Admin fee / account holder | $1,032 | $15,559-93.4% | $13,027-92.1% | $10,132-89.8% |