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 | $87,899 | $181,894-51.7% | $156,549-43.9% | $273,961-67.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 4.03% | 30.74%-26.7pp | 32.23%-28.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,688 | $6,248-57.0% | $5,501-51.1% | $4,869-44.8% |
| Participant deferral / active EE | $5,787 | $5,550+4.3% | $4,871+18.8% | $5,287+9.4% |
| Admin fee / account holder | $7,201 | $15,559-53.7% | $13,027-44.7% | $10,132-28.9% |