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 | $101,773 | $181,894-44.0% | $156,549-35.0% | $273,961-62.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 8.95% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,056 | $6,248-51.1% | $5,501-44.5% | $4,869-37.2% |
| Participant deferral / active EE | $7,255 | $5,550+30.7% | $4,871+48.9% | $5,287+37.2% |
| Admin fee / account holder | $763 | $15,559-95.1% | $13,027-94.1% | $10,132-92.5% |