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 | $60,321 | $209,411-71.2% | $178,490-66.2% | $158,922-62.0% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 14.23% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,604 | $5,706-54.4% | $5,011-48.0% | $4,761-45.3% |
| Participant deferral / active EE | $2,627 | $5,954-55.9% | $5,202-49.5% | $5,982-56.1% |
| Admin fee / account holder | $2,208 | $17,074-87.1% | $13,984-84.2% | $11,246-80.4% |