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 | $47,890 | $124,319-61.5% | $111,297-57.0% | $167,490-71.4% |
| Participation rate | 73.3% | 79.6%-6.3pp | 77.3%-4.0pp | 82.1%-8.8pp |
| Annual return | 24.84% | 37.44%-12.6pp | 54.65%-29.8pp | 478.56%-453.7pp |
| Employer contribution / active EE | $936 | $3,435-72.8% | $2,731-65.7% | $4,837-80.7% |
| Participant deferral / active EE | $2,897 | $5,180-44.1% | $4,487-35.4% | $6,341-54.3% |
| Admin fee / account holder | $6,411 | $10,618-39.6% | $7,964-19.5% | $12,309-47.9% |