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 | $46,392 | $157,256-70.5% | $141,162-67.1% | $152,861-69.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 22.24% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,483 | $5,261-71.8% | $4,735-68.7% | $4,762-68.9% |
| Participant deferral / active EE | $3,600 | $7,109-49.4% | $6,709-46.3% | $5,850-38.5% |
| Admin fee / account holder | $6,473 | $12,120-46.6% | $10,261-36.9% | $11,596-44.2% |