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 | $23,471 | $135,952-82.7% | $123,892-81.1% | $273,961-91.4% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,024 | $5,170-22.2% | $4,617-12.8% | $4,869-17.3% |
| Participant deferral / active EE | $3,153 | $6,343-50.3% | $5,984-47.3% | $5,287-40.4% |
| Admin fee / account holder | $457 | $9,817-95.3% | $8,357-94.5% | $10,132-95.5% |