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 | $58,866 | $209,411-71.9% | $178,490-67.0% | $158,922-63.0% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 10.33% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,962 | $5,706-48.1% | $5,011-40.9% | $4,761-37.8% |
| Participant deferral / active EE | $3,756 | $5,954-36.9% | $5,202-27.8% | $5,982-37.2% |
| Admin fee / account holder | $1,070 | $17,074-93.7% | $13,984-92.3% | $11,246-90.5% |