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 | $33,996 | $153,772-77.9% | $133,980-74.6% | $273,961-87.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.80% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,601 | $6,029-73.4% | $5,211-69.3% | $4,869-67.1% |
| Participant deferral / active EE | $2,814 | $6,958-59.6% | $6,282-55.2% | $5,287-46.8% |
| Admin fee / account holder | $5,477 | $11,765-53.4% | $9,324-41.3% | $10,132-45.9% |