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 | $33,625 | $132,239-74.6% | $105,722-68.2% | $273,961-87.7% |
| Participation rate | 70.0% | 83.2%-13.2pp | 78.9%-8.9pp | 83.0%-13.0pp |
| Annual return | 7.83% | 10.07%-2.2pp | 12.25%-4.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,443 | $4,867-49.8% | $4,079-40.1% | $4,869-49.8% |
| Participant deferral / active EE | $2,712 | $6,233-56.5% | $5,326-49.1% | $5,287-48.7% |
| Admin fee / account holder | $2,090 | $12,032-82.6% | $8,308-74.8% | $10,132-79.4% |