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 | $51,419 | $154,228-66.7% | $145,433-64.6% | $137,256-62.5% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | 16.22% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,967 | $4,804-59.1% | $4,554-56.8% | $4,156-52.7% |
| Participant deferral / active EE | $2,598 | $8,216-68.4% | $7,897-67.1% | $6,407-59.4% |
| Admin fee / account holder | $20,394 | $14,344+42.2% | $13,129+55.3% | $12,270+66.2% |