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 | $49,974 | $171,164-70.8% | $127,761-60.9% | $152,861-67.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.0%-4.0pp | 82.4%-7.4pp |
| Annual return | 14.92% | 23.54%-8.6pp | 26.14%-11.2pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,797 | $5,447-48.7% | $4,574-38.8% | $4,762-41.3% |
| Participant deferral / active EE | $3,497 | $7,038-50.3% | $6,021-41.9% | $5,850-40.2% |
| Admin fee / account holder | $74,891 | $14,530+415.4% | $9,395+697.1% | $11,596+545.8% |