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 | $41,224 | $112,096-63.2% | $95,952-57.0% | $158,922-74.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 13.63% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,445 | $3,198-54.8% | $2,541-43.2% | $4,761-69.7% |
| Participant deferral / active EE | $2,538 | $4,784-47.0% | $4,167-39.1% | $5,982-57.6% |
| Admin fee / account holder | $14,008 | $10,130+38.3% | $6,795+106.1% | $11,246+24.6% |