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 | $41,328 | $198,466-79.2% | $170,442-75.8% | $147,584-72.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.95% | 257.29%-242.3pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $4,424 | $6,184-28.5% | $5,433-18.6% | $4,876-9.3% |
| Participant deferral / active EE | $4,687 | $5,629-16.8% | $4,939-5.1% | $5,439-13.8% |
| Admin fee / account holder | $1,313 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |