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 | $43,985 | $157,256-72.0% | $141,162-68.8% | $152,861-71.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 25.13% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,156 | $5,261-40.0% | $4,735-33.3% | $4,762-33.7% |
| Participant deferral / active EE | $5,765 | $7,109-18.9% | $6,709-14.1% | $5,850-1.4% |
| Admin fee / account holder | $3,400 | $12,120-71.9% | $10,261-66.9% | $11,596-70.7% |