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 | $46,134 | $157,256-70.7% | $141,162-67.3% | $152,861-69.8% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 16.05% | 64.32%-48.3pp | 71.39%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,167 | $5,261-58.8% | $4,735-54.2% | $4,762-54.5% |
| Participant deferral / active EE | $3,039 | $7,109-57.3% | $6,709-54.7% | $5,850-48.0% |
| Admin fee / account holder | $25,821 | $12,120+113.0% | $10,261+151.6% | $11,596+122.7% |