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 | $41,953 | $198,466-78.9% | $170,442-75.4% | $147,584-71.6% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 13.50% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $4,507 | $6,184-27.1% | $5,433-17.0% | $4,876-7.6% |
| Participant deferral / active EE | $3,624 | $5,629-35.6% | $4,939-26.6% | $5,439-33.4% |
| Admin fee / account holder | $1,185 | $16,852-93.0% | $13,880-91.5% | $10,885-89.1% |