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 | $51,967 | $181,894-71.4% | $156,549-66.8% | $273,961-81.0% |
| Participation rate | 88.2% | 88.4%-0.1pp | 84.0%+4.2pp | 83.0%+5.2pp |
| Annual return | 4.95% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,599 | $6,248-74.4% | $5,501-70.9% | $4,869-67.2% |
| Participant deferral / active EE | $4,060 | $5,550-26.8% | $4,871-16.6% | $5,287-23.2% |
| Admin fee / account holder | $520 | $15,559-96.7% | $13,027-96.0% | $10,132-94.9% |