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 | $56,528 | $209,411-73.0% | $178,490-68.3% | $158,922-64.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.70% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,882 | $5,706-67.0% | $5,011-62.4% | $4,761-60.5% |
| Participant deferral / active EE | $4,099 | $5,954-31.2% | $5,202-21.2% | $5,982-31.5% |
| Admin fee / account holder | $2,732 | $17,074-84.0% | $13,984-80.5% | $11,246-75.7% |