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 | $31,724 | $157,256-79.8% | $141,162-77.5% | $152,861-79.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 24.43% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,665 | $5,261-68.4% | $4,735-64.8% | $4,762-65.0% |
| Participant deferral / active EE | $4,370 | $7,109-38.5% | $6,709-34.9% | $5,850-25.3% |
| Admin fee / account holder | $1,538 | $12,120-87.3% | $10,261-85.0% | $11,596-86.7% |