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 | $55,639 | $177,572-68.7% | $154,803-64.1% | $142,382-60.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 11.60% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,172 | $4,810-54.8% | $4,305-49.5% | $4,299-49.5% |
| Participant deferral / active EE | $5,259 | $6,272-16.2% | $5,540-5.1% | $6,507-19.2% |
| Admin fee / account holder | $10,280 | $16,786-38.8% | $14,329-28.3% | $12,624-18.6% |