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 | $42,894 | $175,202-75.5% | $149,673-71.3% | $139,434-69.2% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 16.86% | 166.71%-149.8pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,033 | $5,474-62.9% | $4,818-57.8% | $4,751-57.2% |
| Participant deferral / active EE | $4,091 | $6,519-37.2% | $5,680-28.0% | $6,710-39.0% |
| Admin fee / account holder | $608 | $16,150-96.2% | $13,210-95.4% | $11,403-94.7% |