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 | $46,869 | $215,361-78.2% | $171,082-72.6% | $273,961-82.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 76.7%-6.1pp | 83.0%-12.4pp |
| Annual return | 6.15% | 25.14%-19.0pp | 32.56%-26.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,682 | $4,967-46.0% | $4,002-33.0% | $4,869-44.9% |
| Participant deferral / active EE | $4,795 | $5,543-13.5% | $4,797-0.1% | $5,287-9.3% |
| Admin fee / account holder | $982 | $10,846-90.9% | $8,520-88.5% | $10,132-90.3% |