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 | $39,849 | $135,952-70.7% | $123,892-67.8% | $273,961-85.5% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 9.61% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,404 | $5,170-53.5% | $4,617-47.9% | $4,869-50.6% |
| Participant deferral / active EE | $5,638 | $6,343-11.1% | $5,984-5.8% | $5,287+6.6% |
| Admin fee / account holder | $1,543 | $9,817-84.3% | $8,357-81.5% | $10,132-84.8% |