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 | $75,174 | $181,894-58.7% | $156,549-52.0% | $273,961-72.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,570 | $6,248-58.9% | $5,501-53.3% | $4,869-47.2% |
| Participant deferral / active EE | $5,850 | $5,550+5.4% | $4,871+20.1% | $5,287+10.6% |
| Admin fee / account holder | $311 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |