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 | $24,204 | $157,256-84.6% | $141,162-82.9% | $152,861-84.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.31% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,144 | $5,261-78.3% | $4,735-75.8% | $4,762-76.0% |
| Participant deferral / active EE | $2,883 | $7,109-59.5% | $6,709-57.0% | $5,850-50.7% |
| Admin fee / account holder | $4,151 | $12,120-65.7% | $10,261-59.5% | $11,596-64.2% |