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 | $51,585 | $113,339-54.5% | $94,993-45.7% | $147,584-65.0% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 20.50% | 20.77%-0.3pp | 27.12%-6.6pp | 578.55%-558.0pp |
| Employer contribution / active EE | $770 | $3,160-75.6% | $2,603-70.4% | $4,876-84.2% |
| Participant deferral / active EE | $1,523 | $3,777-59.7% | $3,317-54.1% | $5,439-72.0% |
| Admin fee / account holder | $972 | $6,063-84.0% | $4,960-80.4% | $10,885-91.1% |