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 | $47,614 | $181,894-73.8% | $156,549-69.6% | $273,961-82.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,584 | $6,248-74.7% | $5,501-71.2% | $4,869-67.5% |
| Participant deferral / active EE | $2,075 | $5,550-62.6% | $4,871-57.4% | $5,287-60.8% |
| Admin fee / account holder | $1,147 | $15,559-92.6% | $13,027-91.2% | $10,132-88.7% |