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 | $66,756 | $181,894-63.3% | $156,549-57.4% | $273,961-75.6% |
| Participation rate | 70.6% | 88.4%-17.8pp | 84.0%-13.4pp | 83.0%-12.4pp |
| Annual return | 7.85% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $4,365 | $6,248-30.1% | $5,501-20.6% | $4,869-10.3% |
| Participant deferral / active EE | $3,659 | $5,550-34.1% | $4,871-24.9% | $5,287-30.8% |
| Admin fee / account holder | $3,616 | $15,559-76.8% | $13,027-72.2% | $10,132-64.3% |