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 | $47,149 | $181,894-74.1% | $156,549-69.9% | $273,961-82.8% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 12.33% | 30.74%-18.4pp | 32.23%-19.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,871 | $6,248-70.1% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $3,505 | $5,550-36.9% | $4,871-28.1% | $5,287-33.7% |
| Admin fee / account holder | $2,536 | $15,559-83.7% | $13,027-80.5% | $10,132-75.0% |