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 | $39,033 | $157,256-75.2% | $141,162-72.3% | $152,861-74.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.02% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,879 | $5,261-64.3% | $4,735-60.3% | $4,762-60.5% |
| Participant deferral / active EE | $5,756 | $7,109-19.0% | $6,709-14.2% | $5,850-1.6% |
| Admin fee / account holder | $9,067 | $12,120-25.2% | $10,261-11.6% | $11,596-21.8% |