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 | $61,460 | $157,256-60.9% | $141,162-56.5% | $152,861-59.8% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 22.08% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,795 | $5,261-65.9% | $4,735-62.1% | $4,762-62.3% |
| Participant deferral / active EE | $2,864 | $7,109-59.7% | $6,709-57.3% | $5,850-51.0% |
| Admin fee / account holder | $423 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |