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 | $37,903 | $157,256-75.9% | $141,162-73.1% | $152,861-75.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 23.38% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,896 | $5,261-64.0% | $4,735-60.0% | $4,762-60.2% |
| Participant deferral / active EE | $7,713 | $7,109+8.5% | $6,709+15.0% | $5,850+31.8% |
| Admin fee / account holder | $4,290 | $12,120-64.6% | $10,261-58.2% | $11,596-63.0% |