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 | $33,463 | $177,572-81.2% | $154,803-78.4% | $142,382-76.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.67% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,244 | $4,810-74.2% | $4,305-71.1% | $4,299-71.1% |
| Participant deferral / active EE | $2,346 | $6,272-62.6% | $5,540-57.7% | $6,507-64.0% |
| Admin fee / account holder | $3,658 | $16,786-78.2% | $14,329-74.5% | $12,624-71.0% |