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 | $41,230 | $181,894-77.3% | $156,549-73.7% | $273,961-85.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 7.64% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,549 | $6,248-43.2% | $5,501-35.5% | $4,869-27.1% |
| Participant deferral / active EE | $2,475 | $5,550-55.4% | $4,871-49.2% | $5,287-53.2% |
| Admin fee / account holder | $3,941 | $15,559-74.7% | $13,027-69.7% | $10,132-61.1% |