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 | $55,016 | $181,894-69.8% | $156,549-64.9% | $273,961-79.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 13.32% | 30.74%-17.4pp | 32.23%-18.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $2,321 | $6,248-62.8% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $5,514 | $5,550-0.7% | $4,871+13.2% | $5,287+4.3% |
| Admin fee / account holder | $1,527 | $15,559-90.2% | $13,027-88.3% | $10,132-84.9% |