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 | $48,453 | $175,202-72.3% | $149,673-67.6% | $139,434-65.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.06% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,617 | $5,474-70.5% | $4,818-66.4% | $4,751-66.0% |
| Participant deferral / active EE | $4,201 | $6,519-35.6% | $5,680-26.0% | $6,710-37.4% |
| Admin fee / account holder | $6,885 | $16,150-57.4% | $13,210-47.9% | $11,403-39.6% |