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 | $57,950 | $183,519-68.4% | $155,509-62.7% | $145,922-60.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.11% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,443 | $5,313-72.8% | $4,672-69.1% | $4,660-69.0% |
| Participant deferral / active EE | $3,880 | $6,462-40.0% | $5,626-31.0% | $6,688-42.0% |
| Admin fee / account holder | $2,006 | $19,313-89.6% | $15,912-87.4% | $13,397-85.0% |