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 | $34,087 | $135,952-74.9% | $123,892-72.5% | $273,961-87.6% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 14.05% | 56.63%-42.6pp | 47.52%-33.5pp | 41.45%-27.4pp |
| Employer contribution / active EE | $2,282 | $5,170-55.9% | $4,617-50.6% | $4,869-53.1% |
| Participant deferral / active EE | $7,943 | $6,343+25.2% | $5,984+32.7% | $5,287+50.2% |
| Admin fee / account holder | $3,505 | $9,817-64.3% | $8,357-58.1% | $10,132-65.4% |