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 | $95,230 | $181,894-47.6% | $156,549-39.2% | $273,961-65.2% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 7.64% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,483 | $6,248-60.3% | $5,501-54.9% | $4,869-49.0% |
| Participant deferral / active EE | $4,904 | $5,550-11.6% | $4,871+0.7% | $5,287-7.2% |
| Admin fee / account holder | $5,547 | $15,559-64.3% | $13,027-57.4% | $10,132-45.2% |