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 | $31,841 | $157,256-79.8% | $141,162-77.4% | $152,861-79.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.23% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,642 | $5,261-49.8% | $4,735-44.2% | $4,762-44.5% |
| Participant deferral / active EE | $5,240 | $7,109-26.3% | $6,709-21.9% | $5,850-10.4% |
| Admin fee / account holder | $5,126 | $12,120-57.7% | $10,261-50.0% | $11,596-55.8% |