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 | $45,954 | $108,919-57.8% | $100,391-54.2% | $145,922-68.5% |
| Participation rate | 77.3% | 82.9%-5.7pp | 81.5%-4.2pp | 80.3%-3.0pp |
| Annual return | 14.79% | 57.88%-43.1pp | 49.20%-34.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,520 | $4,419-65.6% | $3,942-61.4% | $4,660-67.4% |
| Participant deferral / active EE | $2,431 | $8,445-71.2% | $8,082-69.9% | $6,688-63.7% |
| Admin fee / account holder | $4,721 | $9,689-51.3% | $7,899-40.2% | $13,397-64.8% |