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 | $39,651 | $175,202-77.4% | $149,673-73.5% | $139,434-71.6% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 13.25% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,203 | $5,474-78.0% | $4,818-75.0% | $4,751-74.7% |
| Participant deferral / active EE | $3,846 | $6,519-41.0% | $5,680-32.3% | $6,710-42.7% |
| Admin fee / account holder | $7,886 | $16,150-51.2% | $13,210-40.3% | $11,403-30.8% |