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 | $44,456 | $111,535-60.1% | $105,223-57.8% | $137,256-67.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.16% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,025 | $3,939-23.2% | $3,689-18.0% | $4,156-27.2% |
| Participant deferral / active EE | $3,520 | $5,500-36.0% | $5,072-30.6% | $6,407-45.1% |
| Admin fee / account holder | $682 | $9,721-93.0% | $8,859-92.3% | $12,270-94.4% |