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 | $53,621 | $209,411-74.4% | $178,490-70.0% | $158,922-66.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.69% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,074 | $5,706-63.7% | $5,011-58.6% | $4,761-56.4% |
| Participant deferral / active EE | $6,889 | $5,954+15.7% | $5,202+32.4% | $5,982+15.2% |
| Admin fee / account holder | $4,321 | $17,074-74.7% | $13,984-69.1% | $11,246-61.6% |