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 | $36,204 | $149,679-75.8% | $117,039-69.1% | $147,584-75.5% |
| Participation rate | 77.8% | 83.5%-5.7pp | 77.2%+0.6pp | 82.8%-5.1pp |
| Annual return | 17.52% | 19.31%-1.8pp | 18.95%-1.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,074 | $4,937-58.0% | $3,785-45.2% | $4,876-57.5% |
| Participant deferral / active EE | $3,787 | $4,912-22.9% | $3,929-3.6% | $5,439-30.4% |
| Admin fee / account holder | $5,365 | $7,856-31.7% | $5,974-10.2% | $10,885-50.7% |