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 | $32,047 | $181,894-82.4% | $156,549-79.5% | $273,961-88.3% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 7.82% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,395 | $6,248-61.7% | $5,501-56.5% | $4,869-50.8% |
| Participant deferral / active EE | $3,980 | $5,550-28.3% | $4,871-18.3% | $5,287-24.7% |
| Admin fee / account holder | $1,051 | $15,559-93.2% | $13,027-91.9% | $10,132-89.6% |