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 | $59,249 | $181,894-67.4% | $156,549-62.2% | $273,961-78.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 6.57% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,947 | $6,248-52.8% | $5,501-46.4% | $4,869-39.5% |
| Participant deferral / active EE | $7,185 | $5,550+29.5% | $4,871+47.5% | $5,287+35.9% |
| Admin fee / account holder | $524 | $15,559-96.6% | $13,027-96.0% | $10,132-94.8% |