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 | $39,886 | $112,729-64.6% | $98,716-59.6% | $137,256-70.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 18.93% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $525 | $2,725-80.7% | $2,279-77.0% | $4,156-87.4% |
| Participant deferral / active EE | $2,802 | $4,640-39.6% | $4,048-30.8% | $6,407-56.3% |
| Admin fee / account holder | $655 | $10,129-93.5% | $8,703-92.5% | $12,270-94.7% |