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 | $80,041 | $157,256-49.1% | $141,162-43.3% | $152,861-47.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 27.80% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $4,228 | $5,261-19.6% | $4,735-10.7% | $4,762-11.2% |
| Participant deferral / active EE | $6,343 | $7,109-10.8% | $6,709-5.5% | $5,850+8.4% |
| Admin fee / account holder | $2,390 | $12,120-80.3% | $10,261-76.7% | $11,596-79.4% |