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 | $45,934 | $157,256-70.8% | $141,162-67.5% | $152,861-70.0% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 21.90% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,314 | $5,261-75.0% | $4,735-72.2% | $4,762-72.4% |
| Participant deferral / active EE | $2,766 | $7,109-61.1% | $6,709-58.8% | $5,850-52.7% |
| Admin fee / account holder | $2,672 | $12,120-78.0% | $10,261-74.0% | $11,596-77.0% |