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 | $44,269 | $157,256-71.8% | $141,162-68.6% | $152,861-71.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 22.64% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,374 | $5,261-54.9% | $4,735-49.9% | $4,762-50.1% |
| Participant deferral / active EE | $5,167 | $7,109-27.3% | $6,709-23.0% | $5,850-11.7% |
| Admin fee / account holder | $425 | $12,120-96.5% | $10,261-95.9% | $11,596-96.3% |