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 | $49,502 | $153,772-67.8% | $133,980-63.1% | $273,961-81.9% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.1%-5.8pp | 83.0%-1.8pp |
| Annual return | 3.29% | 36.51%-33.2pp | 29.30%-26.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,615 | $6,029-73.2% | $5,211-69.0% | $4,869-66.8% |
| Participant deferral / active EE | $2,413 | $6,958-65.3% | $6,282-61.6% | $5,287-54.4% |
| Admin fee / account holder | $2,297 | $11,765-80.5% | $9,324-75.4% | $10,132-77.3% |