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 | $44,778 | $157,256-71.5% | $141,162-68.3% | $152,861-70.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 19.01% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,140 | $5,261-78.3% | $4,735-75.9% | $4,762-76.1% |
| Participant deferral / active EE | $2,751 | $7,109-61.3% | $6,709-59.0% | $5,850-53.0% |
| Admin fee / account holder | $8,354 | $12,120-31.1% | $10,261-18.6% | $11,596-28.0% |