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 | $73,184 | $133,922-45.4% | $116,228-37.0% | $142,382-48.6% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.6%-4.0pp | 80.1%-9.5pp |
| Annual return | 17.08% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,596 | $3,446-53.7% | $2,994-46.7% | $4,299-62.9% |
| Participant deferral / active EE | $4,375 | $5,672-22.9% | $4,953-11.7% | $6,507-32.8% |
| Admin fee / account holder | $8,238 | $14,945-44.9% | $11,989-31.3% | $12,624-34.7% |