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 | $48,229 | $232,540-79.3% | $185,117-73.9% | $147,584-67.3% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 19.49% | 43.03%-23.5pp | 40.50%-21.0pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,887 | $5,195-63.7% | $4,182-54.9% | $4,876-61.3% |
| Participant deferral / active EE | $3,189 | $5,834-45.3% | $5,045-36.8% | $5,439-41.4% |
| Admin fee / account holder | $1,114 | $10,275-89.2% | $8,159-86.3% | $10,885-89.8% |