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 | $55,919 | $157,256-64.4% | $141,162-60.4% | $152,861-63.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.47% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,522 | $5,261-52.1% | $4,735-46.7% | $4,762-47.0% |
| Participant deferral / active EE | $8,659 | $7,109+21.8% | $6,709+29.1% | $5,850+48.0% |
| Admin fee / account holder | $3,885 | $12,120-67.9% | $10,261-62.1% | $11,596-66.5% |