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 | $34,413 | $181,894-81.1% | $156,549-78.0% | $273,961-87.4% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 6.78% | 30.74%-24.0pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,022 | $6,248-67.6% | $5,501-63.3% | $4,869-58.5% |
| Participant deferral / active EE | $2,302 | $5,550-58.5% | $4,871-52.7% | $5,287-56.5% |
| Admin fee / account holder | $432 | $15,559-97.2% | $13,027-96.7% | $10,132-95.7% |