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 | $68,025 | $106,584-36.2% | $101,326-32.9% | $142,382-52.2% |
| Participation rate | 78.3% | 82.7%-4.4pp | 81.5%-3.2pp | 80.1%-1.9pp |
| Annual return | 18.61% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,101 | $8,297-50.6% | $7,994-48.7% | $6,507-37.0% |
| Admin fee / account holder | $2,517 | $11,446-78.0% | $11,185-77.5% | $12,624-80.1% |