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 | $47,762 | $209,411-77.2% | $178,490-73.2% | $158,922-69.9% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 14.28% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,676 | $5,706-70.6% | $5,011-66.5% | $4,761-64.8% |
| Participant deferral / active EE | $4,352 | $5,954-26.9% | $5,202-16.3% | $5,982-27.3% |
| Admin fee / account holder | $1,442 | $17,074-91.6% | $13,984-89.7% | $11,246-87.2% |