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 | $42,288 | $135,952-68.9% | $123,892-65.9% | $273,961-84.6% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 8.00% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,347 | $5,170-54.6% | $4,617-49.2% | $4,869-51.8% |
| Participant deferral / active EE | $3,249 | $6,343-48.8% | $5,984-45.7% | $5,287-38.5% |
| Admin fee / account holder | $345 | $9,817-96.5% | $8,357-95.9% | $10,132-96.6% |