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 | $36,267 | $118,450-69.4% | $98,439-63.2% | $139,434-74.0% |
| Participation rate | 72.2% | 77.4%-5.2pp | 75.2%-2.9pp | 80.3%-8.1pp |
| Annual return | 10.78% | 18.94%-8.2pp | 21.16%-10.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,434 | $3,609-32.6% | $3,048-20.2% | $4,751-48.8% |
| Participant deferral / active EE | $4,578 | $5,392-15.1% | $4,738-3.4% | $6,710-31.8% |
| Admin fee / account holder | $10,024 | $14,026-28.5% | $8,948+12.0% | $11,403-12.1% |