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 | $100,618 | $135,952-26.0% | $123,892-18.8% | $273,961-63.3% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 5.16% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,383 | $5,170-73.2% | $4,617-70.0% | $4,869-71.6% |
| Participant deferral / active EE | $3,798 | $6,343-40.1% | $5,984-36.5% | $5,287-28.2% |
| Admin fee / account holder | $3,015 | $9,817-69.3% | $8,357-63.9% | $10,132-70.2% |