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 | $45,268 | $215,361-79.0% | $171,082-73.5% | $273,961-83.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 76.7%-4.0pp | 83.0%-10.3pp |
| Annual return | 6.53% | 25.14%-18.6pp | 32.56%-26.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,251 | $4,967-74.8% | $4,002-68.7% | $4,869-74.3% |
| Participant deferral / active EE | $2,780 | $5,543-49.8% | $4,797-42.1% | $5,287-47.4% |
| Admin fee / account holder | $1,341 | $10,846-87.6% | $8,520-84.3% | $10,132-86.8% |