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 | $47,771 | $148,534-67.8% | $135,903-64.8% | $139,434-65.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,847 | $5,243-64.8% | $4,856-62.0% | $4,751-61.1% |
| Participant deferral / active EE | $7,610 | $8,100-6.1% | $7,758-1.9% | $6,710+13.4% |
| Admin fee / account holder | $8,286 | $12,400-33.2% | $10,762-23.0% | $11,403-27.3% |