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 | $71,466 | $157,256-54.6% | $141,162-49.4% | $152,861-53.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.25% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,637 | $5,261-30.9% | $4,735-23.2% | $4,762-23.6% |
| Participant deferral / active EE | $8,056 | $7,109+13.3% | $6,709+20.1% | $5,850+37.7% |
| Admin fee / account holder | $1,119 | $12,120-90.8% | $10,261-89.1% | $11,596-90.4% |