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 | $38,805 | $181,894-78.7% | $156,549-75.2% | $273,961-85.8% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | 4.38% | 30.74%-26.4pp | 32.23%-27.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,438 | $6,248-77.0% | $5,501-73.9% | $4,869-70.5% |
| Participant deferral / active EE | $2,826 | $5,550-49.1% | $4,871-42.0% | $5,287-46.6% |
| Admin fee / account holder | $2,649 | $15,559-83.0% | $13,027-79.7% | $10,132-73.9% |