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 | $57,531 | $127,386-54.8% | $115,037-50.0% | $125,391-54.1% |
| Participation rate | 86.4% | 84.2%+2.2pp | 81.4%+5.0pp | 83.2%+3.2pp |
| Annual return | 0.66% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $846 | $5,166-83.6% | $4,608-81.6% | $4,866-82.6% |
| Participant deferral / active EE | $2,098 | $6,423-67.3% | $6,026-65.2% | $5,352-60.8% |
| Admin fee / account holder | $1,931 | $9,516-79.7% | $8,175-76.4% | $9,540-79.8% |