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 | $28,349 | $112,096-74.7% | $95,952-70.5% | $158,922-82.2% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 10.26% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,786 | $3,198-44.1% | $2,541-29.7% | $4,761-62.5% |
| Participant deferral / active EE | $2,283 | $4,784-52.3% | $4,167-45.2% | $5,982-61.8% |
| Admin fee / account holder | $2,564 | $10,130-74.7% | $6,795-62.3% | $11,246-77.2% |