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 | $48,038 | $159,901-70.0% | $146,958-67.3% | $145,922-67.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.97% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,135 | $5,286-59.6% | $4,933-56.7% | $4,660-54.2% |
| Participant deferral / active EE | $5,136 | $8,428-39.1% | $8,070-36.4% | $6,688-23.2% |
| Admin fee / account holder | $3,427 | $15,044-77.2% | $12,998-73.6% | $13,397-74.4% |