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 | $121,528 | $181,894-33.2% | $156,549-22.4% | $273,961-55.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 3.49% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,997 | $6,248-52.0% | $5,501-45.5% | $4,869-38.4% |
| Participant deferral / active EE | $2,529 | $5,550-54.4% | $4,871-48.1% | $5,287-52.2% |
| Admin fee / account holder | $2,412 | $15,559-84.5% | $13,027-81.5% | $10,132-76.2% |