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 | $48,159 | $209,411-77.0% | $178,490-73.0% | $158,922-69.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.31% | 188.75%-176.4pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,638 | $5,706-71.3% | $5,011-67.3% | $4,761-65.6% |
| Participant deferral / active EE | $5,166 | $5,954-13.2% | $5,202-0.7% | $5,982-13.6% |
| Admin fee / account holder | $7,122 | $17,074-58.3% | $13,984-49.1% | $11,246-36.7% |