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 | $67,073 | $157,256-57.3% | $141,162-52.5% | $152,861-56.1% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 22.73% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,345 | $5,261-55.4% | $4,735-50.5% | $4,762-50.8% |
| Participant deferral / active EE | $7,085 | $7,109-0.3% | $6,709+5.6% | $5,850+21.1% |
| Admin fee / account holder | $13,060 | $12,120+7.8% | $10,261+27.3% | $11,596+12.6% |