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 | $48,578 | $197,591-75.4% | $177,821-72.7% | $158,922-69.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 18.89% | 58.76%-39.9pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,956 | $6,697-55.9% | $5,918-50.1% | $4,761-37.9% |
| Participant deferral / active EE | $5,585 | $8,405-33.6% | $7,714-27.6% | $5,982-6.6% |
| Admin fee / account holder | $2,396 | $15,399-84.4% | $12,427-80.7% | $11,246-78.7% |