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 | $35,014 | $135,952-74.2% | $123,892-71.7% | $273,961-87.2% |
| Participation rate | 76.2% | 84.1%-7.9pp | 81.4%-5.2pp | 83.0%-6.8pp |
| Annual return | 10.03% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,703 | $5,170-67.1% | $4,617-63.1% | $4,869-65.0% |
| Participant deferral / active EE | $3,162 | $6,343-50.2% | $5,984-47.2% | $5,287-40.2% |
| Admin fee / account holder | $324 | $9,817-96.7% | $8,357-96.1% | $10,132-96.8% |