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 | $51,177 | $175,202-70.8% | $149,673-65.8% | $139,434-63.3% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 24.98% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,856 | $5,474-66.1% | $4,818-61.5% | $4,751-60.9% |
| Participant deferral / active EE | $4,605 | $6,519-29.4% | $5,680-18.9% | $6,710-31.4% |
| Admin fee / account holder | $909 | $16,150-94.4% | $13,210-93.1% | $11,403-92.0% |