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 | $56,324 | $181,894-69.0% | $156,549-64.0% | $273,961-79.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.26% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,531 | $6,248-75.5% | $5,501-72.2% | $4,869-68.6% |
| Participant deferral / active EE | $2,588 | $5,550-53.4% | $4,871-46.9% | $5,287-51.1% |
| Admin fee / account holder | $1,675 | $15,559-89.2% | $13,027-87.1% | $10,132-83.5% |