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 | $73,586 | $157,256-53.2% | $141,162-47.9% | $152,861-51.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 17.26% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,032 | $5,261-80.4% | $4,735-78.2% | $4,762-78.3% |
| Participant deferral / active EE | $4,630 | $7,109-34.9% | $6,709-31.0% | $5,850-20.9% |
| Admin fee / account holder | $6,963 | $12,120-42.5% | $10,261-32.1% | $11,596-40.0% |