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 | $69,761 | $157,256-55.6% | $141,162-50.6% | $152,861-54.4% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 29.61% | 64.32%-34.7pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $2,555 | $5,261-51.4% | $4,735-46.0% | $4,762-46.4% |
| Participant deferral / active EE | $7,319 | $7,109+3.0% | $6,709+9.1% | $5,850+25.1% |
| Admin fee / account holder | $2,140 | $12,120-82.3% | $10,261-79.1% | $11,596-81.5% |