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 | $47,312 | $198,466-76.2% | $170,442-72.2% | $147,584-67.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 19.52% | 257.29%-237.8pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,823 | $6,184-54.4% | $5,433-48.0% | $4,876-42.1% |
| Participant deferral / active EE | $4,484 | $5,629-20.3% | $4,939-9.2% | $5,439-17.5% |
| Admin fee / account holder | $4,135 | $16,852-75.5% | $13,880-70.2% | $10,885-62.0% |