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 | $116,329 | $181,894-36.0% | $156,549-25.7% | $273,961-57.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 5.02% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,917 | $6,248-69.3% | $5,501-65.2% | $4,869-60.6% |
| Participant deferral / active EE | $4,015 | $5,550-27.7% | $4,871-17.6% | $5,287-24.1% |
| Admin fee / account holder | $85,865 | $15,559+451.9% | $13,027+559.1% | $10,132+747.5% |