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 | $49,125 | $198,466-75.2% | $170,442-71.2% | $147,584-66.7% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 15.42% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,814 | $6,184-70.7% | $5,433-66.6% | $4,876-62.8% |
| Participant deferral / active EE | $3,251 | $5,629-42.2% | $4,939-34.2% | $5,439-40.2% |
| Admin fee / account holder | $1,393 | $16,852-91.7% | $13,880-90.0% | $10,885-87.2% |