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 | $38,204 | $100,773-62.1% | $88,946-57.0% | $142,382-73.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 21.93% | 70.18%-48.2pp | 57.82%-35.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,429 | $2,918-51.0% | $2,555-44.1% | $4,299-66.8% |
| Participant deferral / active EE | $1,506 | $5,230-71.2% | $4,581-67.1% | $6,507-76.9% |
| Admin fee / account holder | $1,692 | $9,693-82.5% | $8,261-79.5% | $12,624-86.6% |