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 | $35,538 | $181,894-80.5% | $156,549-77.3% | $273,961-87.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.25% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,048 | $6,248-67.2% | $5,501-62.8% | $4,869-57.9% |
| Participant deferral / active EE | $4,298 | $5,550-22.6% | $4,871-11.8% | $5,287-18.7% |
| Admin fee / account holder | $345 | $15,559-97.8% | $13,027-97.4% | $10,132-96.6% |