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 | $48,204 | $232,540-79.3% | $185,117-74.0% | $147,584-67.3% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 14.87% | 43.03%-28.2pp | 40.50%-25.6pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,013 | $5,195-61.3% | $4,182-51.9% | $4,876-58.7% |
| Participant deferral / active EE | $4,976 | $5,834-14.7% | $5,045-1.4% | $5,439-8.5% |
| Admin fee / account holder | $21,018 | $10,275+104.6% | $8,159+157.6% | $10,885+93.1% |