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 | $54,133 | $209,411-74.2% | $178,490-69.7% | $158,922-65.9% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.54% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,282 | $5,706-77.5% | $5,011-74.4% | $4,761-73.1% |
| Participant deferral / active EE | $2,844 | $5,954-52.2% | $5,202-45.3% | $5,982-52.5% |
| Admin fee / account holder | $1,431 | $17,074-91.6% | $13,984-89.8% | $11,246-87.3% |