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 | $40,528 | $209,411-80.6% | $178,490-77.3% | $158,922-74.5% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 12.10% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,431 | $5,706-74.9% | $5,011-71.4% | $4,761-69.9% |
| Participant deferral / active EE | $3,405 | $5,954-42.8% | $5,202-34.5% | $5,982-43.1% |
| Admin fee / account holder | $3,050 | $17,074-82.1% | $13,984-78.2% | $11,246-72.9% |