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 | $30,012 | $157,256-80.9% | $141,162-78.7% | $152,861-80.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 16.61% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,335 | $5,261-74.6% | $4,735-71.8% | $4,762-72.0% |
| Participant deferral / active EE | $2,679 | $7,109-62.3% | $6,709-60.1% | $5,850-54.2% |
| Admin fee / account holder | $22,638 | $12,120+86.8% | $10,261+120.6% | $11,596+95.2% |