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 | $151,393 | $181,894-16.8% | $156,549-3.3% | $273,961-44.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 5.23% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,738 | $6,248-72.2% | $5,501-68.4% | $4,869-64.3% |
| Participant deferral / active EE | $2,264 | $5,550-59.2% | $4,871-53.5% | $5,287-57.2% |
| Admin fee / account holder | $1,333 | $15,559-91.4% | $13,027-89.8% | $10,132-86.8% |