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 | $44,894 | $157,256-71.5% | $141,162-68.2% | $152,861-70.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.00% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,365 | $5,261-55.0% | $4,735-50.1% | $4,762-50.3% |
| Participant deferral / active EE | $5,058 | $7,109-28.9% | $6,709-24.6% | $5,850-13.5% |
| Admin fee / account holder | $5,528 | $12,120-54.4% | $10,261-46.1% | $11,596-52.3% |