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 | $32,008 | $181,894-82.4% | $156,549-79.6% | $273,961-88.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 9.34% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,171 | $6,248-65.3% | $5,501-60.5% | $4,869-55.4% |
| Participant deferral / active EE | $3,441 | $5,550-38.0% | $4,871-29.4% | $5,287-34.9% |
| Admin fee / account holder | $542 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |