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 | $67,841 | $157,256-56.9% | $141,162-51.9% | $152,861-55.6% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 17.78% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,421 | $5,261-73.0% | $4,735-70.0% | $4,762-70.2% |
| Participant deferral / active EE | $2,985 | $7,109-58.0% | $6,709-55.5% | $5,850-49.0% |
| Admin fee / account holder | $21,562 | $12,120+77.9% | $10,261+110.1% | $11,596+85.9% |