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 | $48,552 | $124,319-60.9% | $111,297-56.4% | $167,490-71.0% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 11.59% | 37.44%-25.8pp | 54.65%-43.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,837 | $3,435-17.4% | $2,731+3.9% | $4,837-41.3% |
| Participant deferral / active EE | $6,221 | $5,180+20.1% | $4,487+38.6% | $6,341-1.9% |
| Admin fee / account holder | $1,756 | $10,618-83.5% | $7,964-77.9% | $12,309-85.7% |