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 | $46,951 | $159,901-70.6% | $146,958-68.1% | $145,922-67.8% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.2pp | 80.3%-6.4pp |
| Annual return | 17.78% | 98.13%-80.3pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,313 | $5,286-75.2% | $4,933-73.4% | $4,660-71.8% |
| Participant deferral / active EE | $6,937 | $8,428-17.7% | $8,070-14.0% | $6,688+3.7% |
| Admin fee / account holder | $10,901 | $15,044-27.5% | $12,998-16.1% | $13,397-18.6% |