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 | $36,260 | $153,772-76.4% | $133,980-72.9% | $273,961-86.8% |
| Participation rate | 76.9% | 88.4%-11.4pp | 87.1%-10.1pp | 83.0%-6.1pp |
| Annual return | 17.99% | 36.51%-18.5pp | 29.30%-11.3pp | 41.45%-23.5pp |
| Employer contribution / active EE | $1,309 | $6,029-78.3% | $5,211-74.9% | $4,869-73.1% |
| Participant deferral / active EE | $3,326 | $6,958-52.2% | $6,282-47.1% | $5,287-37.1% |
| Admin fee / account holder | $1,823 | $11,765-84.5% | $9,324-80.4% | $10,132-82.0% |