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 | $39,284 | $181,894-78.4% | $156,549-74.9% | $273,961-85.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.83% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $3,003 | $6,248-51.9% | $5,501-45.4% | $4,869-38.3% |
| Participant deferral / active EE | $2,964 | $5,550-46.6% | $4,871-39.2% | $5,287-43.9% |
| Admin fee / account holder | $31,889 | $15,559+105.0% | $13,027+144.8% | $10,132+214.7% |