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 | $43,007 | $165,335-74.0% | $149,696-71.3% | $158,922-72.9% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 11.69% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,846 | $5,103-63.8% | $4,644-60.2% | $4,761-61.2% |
| Participant deferral / active EE | $3,473 | $7,181-51.6% | $6,842-49.2% | $5,982-41.9% |
| Admin fee / account holder | $14,269 | $10,807+32.0% | $9,309+53.3% | $11,246+26.9% |