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 | $159,883 | $72,071+121.8% | $68,368+133.9% | $137,256+16.5% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 15.60% | 353.14%-337.5pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,559 | $2,788-44.1% | $2,649-41.2% | $4,156-62.5% |
| Participant deferral / active EE | $3,285 | $4,410-25.5% | $4,123-20.3% | $6,407-48.7% |
| Admin fee / account holder | $4,676 | $5,336-12.4% | $5,150-9.2% | $12,270-61.9% |