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 | $42,026 | $181,894-76.9% | $156,549-73.2% | $273,961-84.7% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 3.13% | 30.74%-27.6pp | 32.23%-29.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $2,112 | $6,248-66.2% | $5,501-61.6% | $4,869-56.6% |
| Participant deferral / active EE | $3,779 | $5,550-31.9% | $4,871-22.4% | $5,287-28.5% |
| Admin fee / account holder | $2,365 | $15,559-84.8% | $13,027-81.8% | $10,132-76.7% |