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 | $40,787 | $135,952-70.0% | $123,892-67.1% | $273,961-85.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 8.02% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,896 | $5,170-63.3% | $4,617-58.9% | $4,869-61.1% |
| Participant deferral / active EE | $3,656 | $6,343-42.4% | $5,984-38.9% | $5,287-30.8% |
| Admin fee / account holder | $1,572 | $9,817-84.0% | $8,357-81.2% | $10,132-84.5% |