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 | $51,152 | $181,894-71.9% | $156,549-67.3% | $273,961-81.3% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 7.01% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,365 | $6,248-78.1% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $3,115 | $5,550-43.9% | $4,871-36.1% | $5,287-41.1% |
| Admin fee / account holder | $1,930 | $15,559-87.6% | $13,027-85.2% | $10,132-81.0% |