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 | $39,276 | $153,311-74.4% | $109,313-64.1% | $273,961-85.7% |
| Participation rate | 84.6% | 80.1%+4.5pp | 71.3%+13.3pp | 83.0%+1.6pp |
| Annual return | 9.22% | 29.86%-20.6pp | 22.07%-12.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $5,518 | $5,619-1.8% | $3,892+41.8% | $4,869+13.3% |
| Participant deferral / active EE | $197 | $3,932-95.0% | $3,166-93.8% | $5,287-96.3% |
| Admin fee / account holder | $1,177 | $8,076-85.4% | $5,666-79.2% | $10,132-88.4% |