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 | $36,512 | $181,894-79.9% | $156,549-76.7% | $273,961-86.7% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 8.45% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,810 | $6,248-55.0% | $5,501-48.9% | $4,869-42.3% |
| Participant deferral / active EE | $7,537 | $5,550+35.8% | $4,871+54.7% | $5,287+42.6% |
| Admin fee / account holder | $414 | $15,559-97.3% | $13,027-96.8% | $10,132-95.9% |