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 | $46,385 | $157,256-70.5% | $141,162-67.1% | $152,861-69.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 17.91% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,701 | $5,261-48.7% | $4,735-42.9% | $4,762-43.3% |
| Participant deferral / active EE | $5,524 | $7,109-22.3% | $6,709-17.7% | $5,850-5.6% |
| Admin fee / account holder | $7,998 | $12,120-34.0% | $10,261-22.1% | $11,596-31.0% |