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 | $50,072 | $201,272-75.1% | $184,203-72.8% | $145,922-65.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 11.48% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,418 | $7,022-65.6% | $6,427-62.4% | $4,660-48.1% |
| Participant deferral / active EE | $4,109 | $9,806-58.1% | $9,131-55.0% | $6,688-38.6% |
| Admin fee / account holder | $5,272 | $16,364-67.8% | $13,901-62.1% | $13,397-60.6% |