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 | $68,654 | $135,952-49.5% | $123,892-44.6% | $273,961-74.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,273 | $5,170-36.7% | $4,617-29.1% | $4,869-32.8% |
| Participant deferral / active EE | $4,613 | $6,343-27.3% | $5,984-22.9% | $5,287-12.7% |
| Admin fee / account holder | $4,499 | $9,817-54.2% | $8,357-46.2% | $10,132-55.6% |