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 | $56,387 | $177,572-68.2% | $154,803-63.6% | $142,382-60.4% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,885 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $4,365 | $6,272-30.4% | $5,540-21.2% | $6,507-32.9% |
| Admin fee / account holder | $6,172 | $16,786-63.2% | $14,329-56.9% | $12,624-51.1% |