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 | $86,771 | $90,503-4.1% | $78,689+10.3% | $273,961-68.3% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 5.48% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $901 | $3,176-71.6% | $2,851-68.4% | $4,869-81.5% |
| Participant deferral / active EE | $5,056 | $3,901+29.6% | $3,517+43.8% | $5,287-4.4% |
| Admin fee / account holder | $3,098 | $5,263-41.1% | $4,510-31.3% | $10,132-69.4% |