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 | $48,984 | $157,256-68.9% | $141,162-65.3% | $152,861-68.0% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.4%-1.5pp |
| Annual return | 18.54% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,032 | $5,261-61.4% | $4,735-57.1% | $4,762-57.3% |
| Participant deferral / active EE | $3,597 | $7,109-49.4% | $6,709-46.4% | $5,850-38.5% |
| Admin fee / account holder | $4,822 | $12,120-60.2% | $10,261-53.0% | $11,596-58.4% |