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 | $45,737 | $181,894-74.9% | $156,549-70.8% | $273,961-83.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 12.91% | 30.74%-17.8pp | 32.23%-19.3pp | 41.45%-28.5pp |
| Employer contribution / active EE | $2,789 | $6,248-55.4% | $5,501-49.3% | $4,869-42.7% |
| Participant deferral / active EE | $8,350 | $5,550+50.4% | $4,871+71.4% | $5,287+57.9% |
| Admin fee / account holder | $404 | $15,559-97.4% | $13,027-96.9% | $10,132-96.0% |