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 | $57,149 | $226,064-74.7% | $182,532-68.7% | $152,861-62.6% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 14.49% | 192.51%-178.0pp | 148.54%-134.0pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,605 | $4,978-47.7% | $4,076-36.1% | $4,762-45.3% |
| Participant deferral / active EE | $3,865 | $6,368-39.3% | $5,524-30.0% | $5,850-33.9% |
| Admin fee / account holder | $2,717 | $10,703-74.6% | $8,592-68.4% | $11,596-76.6% |