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 | $31,706 | $81,248-61.0% | $155,509-79.6% | $80,856-60.8% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 12.78% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,759 | $3,100-43.3% | $4,672-62.4% | $2,755-36.2% |
| Participant deferral / active EE | $2,697 | $3,452-21.8% | $5,626-52.1% | $4,296-37.2% |
| Admin fee / account holder | $6,084 | $7,997-23.9% | $15,912-61.8% | $6,918-12.0% |