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 | $52,028 | $181,894-71.4% | $156,549-66.8% | $273,961-81.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 12.05% | 30.74%-18.7pp | 32.23%-20.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,950 | $6,248-68.8% | $5,501-64.5% | $4,869-59.9% |
| Participant deferral / active EE | $4,076 | $5,550-26.6% | $4,871-16.3% | $5,287-22.9% |
| Admin fee / account holder | $619 | $15,559-96.0% | $13,027-95.2% | $10,132-93.9% |