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 | $43,048 | $157,256-72.6% | $141,162-69.5% | $152,861-71.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.10% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,337 | $5,261-36.6% | $4,735-29.5% | $4,762-29.9% |
| Participant deferral / active EE | $7,644 | $7,109+7.5% | $6,709+13.9% | $5,850+30.7% |
| Admin fee / account holder | $2,552 | $12,120-78.9% | $10,261-75.1% | $11,596-78.0% |