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 | $52,574 | $181,894-71.1% | $156,549-66.4% | $273,961-80.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 4.98% | 30.74%-25.8pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,596 | $6,248-74.5% | $5,501-71.0% | $4,869-67.2% |
| Participant deferral / active EE | $11,039 | $5,550+98.9% | $4,871+126.6% | $5,287+108.8% |
| Admin fee / account holder | $434 | $15,559-97.2% | $13,027-96.7% | $10,132-95.7% |