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 | $43,239 | $105,181-58.9% | $159,436-72.9% | $85,850-49.6% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 14.79% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,631 | $3,318-20.7% | $4,829-45.5% | $2,565+2.6% |
| Participant deferral / active EE | $5,557 | $5,945-6.5% | $7,352-24.4% | $3,952+40.6% |
| Admin fee / account holder | $7,692 | $6,933+10.9% | $10,799-28.8% | $6,260+22.9% |