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 | $50,076 | $157,256-68.2% | $141,162-64.5% | $152,861-67.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 27.95% | 64.32%-36.4pp | 71.39%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,656 | $5,261-49.5% | $4,735-43.9% | $4,762-44.2% |
| Participant deferral / active EE | $8,813 | $7,109+24.0% | $6,709+31.4% | $5,850+50.6% |
| Admin fee / account holder | $33,613 | $12,120+177.3% | $10,261+227.6% | $11,596+189.9% |