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 | $48,535 | $165,912-70.7% | $122,332-60.3% | $147,584-67.1% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 20.47% | 34.55%-14.1pp | 30.27%-9.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $677 | $5,754-88.2% | $4,050-83.3% | $4,876-86.1% |
| Participant deferral / active EE | $1,373 | $4,005-65.7% | $3,287-58.2% | $5,439-74.8% |
| Admin fee / account holder | $9,603 | $7,424+29.4% | $5,478+75.3% | $10,885-11.8% |