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 | $71,620 | $157,256-54.5% | $141,162-49.3% | $152,861-53.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 30.97% | 64.32%-33.4pp | 71.39%-40.4pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,154 | $5,261-78.1% | $4,735-75.6% | $4,762-75.8% |
| Participant deferral / active EE | $3,968 | $7,109-44.2% | $6,709-40.9% | $5,850-32.2% |
| Admin fee / account holder | $16,403 | $12,120+35.3% | $10,261+59.9% | $11,596+41.4% |