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 | $112,444 | $181,894-38.2% | $156,549-28.2% | $273,961-59.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 10.98% | 30.74%-19.8pp | 32.23%-21.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,763 | $6,248-39.8% | $5,501-31.6% | $4,869-22.7% |
| Participant deferral / active EE | $3,839 | $5,550-30.8% | $4,871-21.2% | $5,287-27.4% |
| Admin fee / account holder | $1,256 | $15,559-91.9% | $13,027-90.4% | $10,132-87.6% |