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 8-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 | $51,932 | $175,202-70.4% | $149,673-65.3% | $139,434-62.8% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 12.28% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,095 | $5,474-61.7% | $4,818-56.5% | $4,751-55.9% |
| Participant deferral / active EE | $4,688 | $6,519-28.1% | $5,680-17.5% | $6,710-30.1% |
| Admin fee / account holder | $1,626 | $16,150-89.9% | $13,210-87.7% | $11,403-85.7% |