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 | $28,401 | $148,534-80.9% | $135,903-79.1% | $139,434-79.6% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 20.05% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,245 | $5,243-57.2% | $4,856-53.8% | $4,751-52.7% |
| Participant deferral / active EE | $2,851 | $8,100-64.8% | $7,758-63.2% | $6,710-57.5% |
| Admin fee / account holder | $3,591 | $12,400-71.0% | $10,762-66.6% | $11,403-68.5% |