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 | $36,622 | $153,772-76.2% | $133,980-72.7% | $273,961-86.6% |
| Participation rate | 70.8% | 88.4%-17.5pp | 87.1%-16.2pp | 83.0%-12.2pp |
| Annual return | 8.49% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,544 | $6,029-74.4% | $5,211-70.4% | $4,869-68.3% |
| Participant deferral / active EE | $2,518 | $6,958-63.8% | $6,282-59.9% | $5,287-52.4% |
| Admin fee / account holder | $1,430 | $11,765-87.8% | $9,324-84.7% | $10,132-85.9% |