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 | $49,036 | $177,572-72.4% | $154,803-68.3% | $142,382-65.6% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 11.87% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,842 | $4,810-40.9% | $4,305-34.0% | $4,299-33.9% |
| Participant deferral / active EE | $5,722 | $6,272-8.8% | $5,540+3.3% | $6,507-12.1% |
| Admin fee / account holder | $2,089 | $16,786-87.6% | $14,329-85.4% | $12,624-83.5% |