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 | $23,179 | $175,202-86.8% | $149,673-84.5% | $139,434-83.4% |
| Participation rate | 73.9% | 83.4%-9.5pp | 78.8%-4.9pp | 80.3%-6.4pp |
| Annual return | 13.76% | 166.71%-152.9pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,516 | $5,474-72.3% | $4,818-68.5% | $4,751-68.1% |
| Participant deferral / active EE | $4,297 | $6,519-34.1% | $5,680-24.3% | $6,710-36.0% |
| Admin fee / account holder | $9,146 | $16,150-43.4% | $13,210-30.8% | $11,403-19.8% |