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 | $84,474 | $157,256-46.3% | $141,162-40.2% | $152,861-44.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 21.06% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,071 | $5,261-60.6% | $4,735-56.3% | $4,762-56.5% |
| Participant deferral / active EE | $4,044 | $7,109-43.1% | $6,709-39.7% | $5,850-30.9% |
| Admin fee / account holder | $4,465 | $12,120-63.2% | $10,261-56.5% | $11,596-61.5% |