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 | $35,754 | $181,894-80.3% | $156,549-77.2% | $273,961-86.9% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 7.99% | 30.74%-22.8pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,345 | $6,248-78.5% | $5,501-75.6% | $4,869-72.4% |
| Participant deferral / active EE | $1,947 | $5,550-64.9% | $4,871-60.0% | $5,287-63.2% |
| Admin fee / account holder | $377 | $15,559-97.6% | $13,027-97.1% | $10,132-96.3% |