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 | $83,583 | $71,829+16.4% | $69,780+19.8% | $142,382-41.3% |
| Participation rate | 76.5% | 81.6%-5.1pp | 79.3%-2.8pp | 80.1%-3.6pp |
| Annual return | 14.04% | 31.01%-17.0pp | 26.31%-12.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $744 | $4,385-83.0% | $4,168-82.2% | $4,299-82.7% |
| Participant deferral / active EE | $2,541 | $6,819-62.7% | $6,164-58.8% | $6,507-60.9% |
| Admin fee / account holder | $1,747 | $7,818-77.7% | $7,285-76.0% | $12,624-86.2% |