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 | $77,925 | $209,411-62.8% | $178,490-56.3% | $158,922-51.0% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 14.92% | 188.75%-173.8pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,952 | $5,706-65.8% | $5,011-61.0% | $4,761-59.0% |
| Participant deferral / active EE | $2,270 | $5,954-61.9% | $5,202-56.4% | $5,982-62.1% |
| Admin fee / account holder | $1,299 | $17,074-92.4% | $13,984-90.7% | $11,246-88.5% |