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 | $33,908 | $181,894-81.4% | $156,549-78.3% | $273,961-87.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.41% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,830 | $6,248-70.7% | $5,501-66.7% | $4,869-62.4% |
| Participant deferral / active EE | $2,894 | $5,550-47.9% | $4,871-40.6% | $5,287-45.3% |
| Admin fee / account holder | $23,792 | $15,559+52.9% | $13,027+82.6% | $10,132+134.8% |