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 | $85,055 | $181,894-53.2% | $156,549-45.7% | $273,961-69.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.76% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,868 | $6,248-38.1% | $5,501-29.7% | $4,869-20.5% |
| Participant deferral / active EE | $5,569 | $5,550+0.3% | $4,871+14.3% | $5,287+5.3% |
| Admin fee / account holder | $90,122 | $15,559+479.2% | $13,027+591.8% | $10,132+789.5% |