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 | $38,315 | $175,202-78.1% | $149,673-74.4% | $139,434-72.5% |
| Participation rate | 70.8% | 83.4%-12.5pp | 78.8%-7.9pp | 80.3%-9.5pp |
| Annual return | 12.02% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,112 | $5,474-43.2% | $4,818-35.4% | $4,751-34.5% |
| Participant deferral / active EE | $5,102 | $6,519-21.7% | $5,680-10.2% | $6,710-24.0% |
| Admin fee / account holder | $1,085 | $16,150-93.3% | $13,210-91.8% | $11,403-90.5% |