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 | $41,152 | $181,894-77.4% | $156,549-73.7% | $273,961-85.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 13.16% | 30.74%-17.6pp | 32.23%-19.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $2,204 | $6,248-64.7% | $5,501-59.9% | $4,869-54.7% |
| Participant deferral / active EE | $4,046 | $5,550-27.1% | $4,871-16.9% | $5,287-23.5% |
| Admin fee / account holder | $4,420 | $15,559-71.6% | $13,027-66.1% | $10,132-56.4% |