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 | $32,901 | $209,411-84.3% | $178,490-81.6% | $158,922-79.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 16.03% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,787 | $5,706-68.7% | $5,011-64.3% | $4,761-62.5% |
| Participant deferral / active EE | $6,326 | $5,954+6.2% | $5,202+21.6% | $5,982+5.7% |
| Admin fee / account holder | $1,809 | $17,074-89.4% | $13,984-87.1% | $11,246-83.9% |