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 | $47,424 | $165,335-71.3% | $149,696-68.3% | $158,922-70.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 28.08% | 348.15%-320.1pp | 276.60%-248.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,707 | $5,103-66.5% | $4,644-63.2% | $4,761-64.1% |
| Participant deferral / active EE | $4,524 | $7,181-37.0% | $6,842-33.9% | $5,982-24.4% |
| Admin fee / account holder | $1,864 | $10,807-82.8% | $9,309-80.0% | $11,246-83.4% |