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 | $31,479 | $226,064-86.1% | $182,532-82.8% | $152,861-79.4% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 26.87% | 192.51%-165.6pp | 148.54%-121.7pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,672 | $4,978-66.4% | $4,076-59.0% | $4,762-64.9% |
| Participant deferral / active EE | $3,301 | $6,368-48.2% | $5,524-40.2% | $5,850-43.6% |
| Admin fee / account holder | $2,046 | $10,703-80.9% | $8,592-76.2% | $11,596-82.4% |