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 | $36,245 | $175,202-79.3% | $149,673-75.8% | $139,434-74.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.95% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,131 | $5,474-61.1% | $4,818-55.8% | $4,751-55.1% |
| Participant deferral / active EE | $4,355 | $6,519-33.2% | $5,680-23.3% | $6,710-35.1% |
| Admin fee / account holder | $14,314 | $16,150-11.4% | $13,210+8.4% | $11,403+25.5% |