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 | $80,064 | $135,952-41.1% | $123,892-35.4% | $273,961-70.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,730 | $5,170-66.5% | $4,617-62.5% | $4,869-64.5% |
| Participant deferral / active EE | $2,726 | $6,343-57.0% | $5,984-54.4% | $5,287-48.4% |
| Admin fee / account holder | $17,878 | $9,817+82.1% | $8,357+113.9% | $10,132+76.5% |