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 | $97,777 | $135,952-28.1% | $123,892-21.1% | $273,961-64.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 5.06% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,711 | $5,170-66.9% | $4,617-62.9% | $4,869-64.9% |
| Participant deferral / active EE | $3,955 | $6,343-37.6% | $5,984-33.9% | $5,287-25.2% |
| Admin fee / account holder | $5,353 | $9,817-45.5% | $8,357-35.9% | $10,132-47.2% |