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 | $53,767 | $175,202-69.3% | $149,673-64.1% | $139,434-61.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 17.01% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,987 | $5,474-45.4% | $4,818-38.0% | $4,751-37.1% |
| Participant deferral / active EE | $10,574 | $6,519+62.2% | $5,680+86.2% | $6,710+57.6% |
| Admin fee / account holder | $1,911 | $16,150-88.2% | $13,210-85.5% | $11,403-83.2% |