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 | $63,941 | $149,679-57.3% | $117,039-45.4% | $147,584-56.7% |
| Participation rate | 73.9% | 83.5%-9.6pp | 77.2%-3.3pp | 82.8%-8.9pp |
| Annual return | 16.52% | 19.31%-2.8pp | 18.95%-2.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,082 | $4,937-78.1% | $3,785-71.4% | $4,876-77.8% |
| Participant deferral / active EE | $2,305 | $4,912-53.1% | $3,929-41.4% | $5,439-57.6% |
| Admin fee / account holder | $1,393 | $7,856-82.3% | $5,974-76.7% | $10,885-87.2% |