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 | $39,306 | $157,256-75.0% | $141,162-72.2% | $152,861-74.3% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 17.52% | 64.32%-46.8pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,315 | $5,261-37.0% | $4,735-30.0% | $4,762-30.4% |
| Participant deferral / active EE | $7,954 | $7,109+11.9% | $6,709+18.6% | $5,850+36.0% |
| Admin fee / account holder | $28,776 | $12,120+137.4% | $10,261+180.4% | $11,596+148.1% |