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 | $75,009 | $181,894-58.8% | $156,549-52.1% | $273,961-72.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.16% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,118 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $3,317 | $5,550-40.2% | $4,871-31.9% | $5,287-37.3% |
| Admin fee / account holder | $663 | $15,559-95.7% | $13,027-94.9% | $10,132-93.5% |