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 | $50,146 | $148,534-66.2% | $135,903-63.1% | $139,434-64.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 16.86% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,185 | $5,243-58.3% | $4,856-55.0% | $4,751-54.0% |
| Participant deferral / active EE | $4,510 | $8,100-44.3% | $7,758-41.9% | $6,710-32.8% |
| Admin fee / account holder | $4,916 | $12,400-60.4% | $10,762-54.3% | $11,403-56.9% |