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 | $125,839 | $181,894-30.8% | $156,549-19.6% | $273,961-54.1% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 3.39% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $3,211 | $6,248-48.6% | $5,501-41.6% | $4,869-34.0% |
| Participant deferral / active EE | $4,041 | $5,550-27.2% | $4,871-17.0% | $5,287-23.6% |
| Admin fee / account holder | $891 | $15,559-94.3% | $13,027-93.2% | $10,132-91.2% |