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 | $29,877 | $135,952-78.0% | $123,892-75.9% | $273,961-89.1% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 10.25% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,124 | $5,170-58.9% | $4,617-54.0% | $4,869-56.4% |
| Participant deferral / active EE | $8,123 | $6,343+28.1% | $5,984+35.7% | $5,287+53.6% |
| Admin fee / account holder | $372 | $9,817-96.2% | $8,357-95.6% | $10,132-96.3% |