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 | $30,990 | $105,126-70.5% | $94,646-67.3% | $139,434-77.8% |
| Participation rate | 70.6% | 82.4%-11.8pp | 80.8%-10.2pp | 80.3%-9.7pp |
| Annual return | 16.21% | 38.03%-21.8pp | 156.71%-140.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,198 | $4,106+2.2% | $3,672+14.3% | $4,751-11.6% |
| Participant deferral / active EE | $8,847 | $7,599+16.4% | $7,418+19.3% | $6,710+31.9% |
| Admin fee / account holder | $21,646 | $8,984+140.9% | $7,231+199.4% | $11,403+89.8% |