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 | $25,505 | $124,281-79.5% | $109,143-76.6% | $167,490-84.8% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 12.68% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,379 | $4,207-43.4% | $3,722-36.1% | $4,837-50.8% |
| Participant deferral / active EE | $4,273 | $5,255-18.7% | $4,653-8.2% | $6,341-32.6% |
| Admin fee / account holder | $2,437 | $7,970-69.4% | $6,752-63.9% | $12,309-80.2% |