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 | $49,599 | $153,311-67.6% | $109,313-54.6% | $273,961-81.9% |
| Participation rate | 90.9% | 80.1%+10.8pp | 71.3%+19.6pp | 83.0%+7.9pp |
| Annual return | 4.56% | 29.86%-25.3pp | 22.07%-17.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $308 | $5,619-94.5% | $3,892-92.1% | $4,869-93.7% |
| Participant deferral / active EE | $1,924 | $3,932-51.1% | $3,166-39.2% | $5,287-63.6% |
| Admin fee / account holder | $1,628 | $8,076-79.8% | $5,666-71.3% | $10,132-83.9% |