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 | $62,478 | $115,770-46.0% | $101,248-38.3% | $158,922-60.7% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 11.92% | 56.14%-44.2pp | 46.47%-34.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $751 | $4,175-82.0% | $3,660-79.5% | $4,761-84.2% |
| Participant deferral / active EE | $6,401 | $4,957+29.1% | $4,370+46.5% | $5,982+7.0% |
| Admin fee / account holder | $704 | $7,245-90.3% | $5,945-88.2% | $11,246-93.7% |