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 | $71,309 | $124,281-42.6% | $109,143-34.7% | $167,490-57.4% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 12.54% | 26.04%-13.5pp | 25.75%-13.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,987 | $4,207-52.8% | $3,722-46.6% | $4,837-58.9% |
| Participant deferral / active EE | $3,908 | $5,255-25.6% | $4,653-16.0% | $6,341-38.4% |
| Admin fee / account holder | $4,743 | $7,970-40.5% | $6,752-29.8% | $12,309-61.5% |