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 | $54,651 | $135,952-59.8% | $123,892-55.9% | $273,961-80.1% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,532 | $5,170-70.4% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $4,734 | $6,343-25.4% | $5,984-20.9% | $5,287-10.5% |
| Admin fee / account holder | $6,094 | $9,817-37.9% | $8,357-27.1% | $10,132-39.9% |