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 | $102,074 | $181,894-43.9% | $156,549-34.8% | $273,961-62.7% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 5.35% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,998 | $6,248-68.0% | $5,501-63.7% | $4,869-59.0% |
| Participant deferral / active EE | $3,995 | $5,550-28.0% | $4,871-18.0% | $5,287-24.4% |
| Admin fee / account holder | $27,790 | $15,559+78.6% | $13,027+113.3% | $10,132+174.3% |