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 | $40,043 | $157,256-74.5% | $141,162-71.6% | $152,861-73.8% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.4%-11.6pp |
| Annual return | 19.16% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,731 | $5,261-67.1% | $4,735-63.4% | $4,762-63.6% |
| Participant deferral / active EE | $3,665 | $7,109-48.5% | $6,709-45.4% | $5,850-37.4% |
| Admin fee / account holder | $691 | $12,120-94.3% | $10,261-93.3% | $11,596-94.0% |