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 | $55,380 | $157,256-64.8% | $141,162-60.8% | $152,861-63.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.80% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,999 | $5,261-62.0% | $4,735-57.8% | $4,762-58.0% |
| Participant deferral / active EE | $4,504 | $7,109-36.7% | $6,709-32.9% | $5,850-23.0% |
| Admin fee / account holder | $7,281 | $12,120-39.9% | $10,261-29.0% | $11,596-37.2% |