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 | $38,826 | $154,228-74.8% | $145,433-73.3% | $137,256-71.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.45% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,788 | $4,804-21.1% | $4,554-16.8% | $4,156-8.9% |
| Participant deferral / active EE | $7,697 | $8,216-6.3% | $7,897-2.5% | $6,407+20.1% |
| Admin fee / account holder | $64,083 | $14,344+346.8% | $13,129+388.1% | $12,270+422.3% |