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 | $49,755 | $209,411-76.2% | $178,490-72.1% | $158,922-68.7% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 18.35% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,263 | $5,706-60.3% | $5,011-54.8% | $4,761-52.5% |
| Participant deferral / active EE | $3,279 | $5,954-44.9% | $5,202-37.0% | $5,982-45.2% |
| Admin fee / account holder | $5,179 | $17,074-69.7% | $13,984-63.0% | $11,246-53.9% |