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 | $61,682 | $162,781-62.1% | $133,956-54.0% | $158,922-61.2% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 12.14% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,800 | $4,975-63.8% | $3,919-54.1% | $4,761-62.2% |
| Participant deferral / active EE | $3,313 | $5,911-44.0% | $5,048-34.4% | $5,982-44.6% |
| Admin fee / account holder | $4,308 | $11,736-63.3% | $8,927-51.7% | $11,246-61.7% |