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 | $45,474 | $201,272-77.4% | $184,203-75.3% | $145,922-68.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 9.78% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,044 | $7,022-42.4% | $6,427-37.1% | $4,660-13.2% |
| Participant deferral / active EE | $3,480 | $9,806-64.5% | $9,131-61.9% | $6,688-48.0% |
| Admin fee / account holder | $466 | $16,364-97.2% | $13,901-96.6% | $13,397-96.5% |