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 | $79,419 | $157,256-49.5% | $141,162-43.7% | $152,861-48.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.98% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,645 | $5,261-49.7% | $4,735-44.1% | $4,762-44.5% |
| Participant deferral / active EE | $6,521 | $7,109-8.3% | $6,709-2.8% | $5,850+11.5% |
| Admin fee / account holder | $1,802 | $12,120-85.1% | $10,261-82.4% | $11,596-84.5% |