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 | $59,694 | $159,901-62.7% | $146,958-59.4% | $145,922-59.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 13.07% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,048 | $5,286-61.3% | $4,933-58.5% | $4,660-56.0% |
| Participant deferral / active EE | $4,144 | $8,428-50.8% | $8,070-48.6% | $6,688-38.0% |
| Admin fee / account holder | $5,168 | $15,044-65.6% | $12,998-60.2% | $13,397-61.4% |