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 | $31,492 | $176,056-82.1% | $159,436-80.2% | $167,490-81.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.71% | 331.75%-321.0pp | 263.57%-252.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,484 | $5,297-72.0% | $4,829-69.3% | $4,837-69.3% |
| Participant deferral / active EE | $2,719 | $7,750-64.9% | $7,352-63.0% | $6,341-57.1% |
| Admin fee / account holder | $3,746 | $12,554-70.2% | $10,799-65.3% | $12,309-69.6% |