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 | $77,808 | $209,411-62.8% | $178,490-56.4% | $158,922-51.0% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 14.55% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,723 | $5,706-69.8% | $5,011-65.6% | $4,761-63.8% |
| Participant deferral / active EE | $5,719 | $5,954-4.0% | $5,202+9.9% | $5,982-4.4% |
| Admin fee / account holder | $947 | $17,074-94.5% | $13,984-93.2% | $11,246-91.6% |