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 | $38,077 | $157,256-75.8% | $141,162-73.0% | $152,861-75.1% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 23.80% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,126 | $5,261-40.6% | $4,735-34.0% | $4,762-34.4% |
| Participant deferral / active EE | $6,312 | $7,109-11.2% | $6,709-5.9% | $5,850+7.9% |
| Admin fee / account holder | $5,692 | $12,120-53.0% | $10,261-44.5% | $11,596-50.9% |