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 | $38,797 | $175,202-77.9% | $149,673-74.1% | $139,434-72.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 13.86% | 166.71%-152.8pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,838 | $5,474-66.4% | $4,818-61.8% | $4,751-61.3% |
| Participant deferral / active EE | $3,786 | $6,519-41.9% | $5,680-33.3% | $6,710-43.6% |
| Admin fee / account holder | $3,243 | $16,150-79.9% | $13,210-75.5% | $11,403-71.6% |