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 | $48,808 | $157,256-69.0% | $141,162-65.4% | $152,861-68.1% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 19.14% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,596 | $5,261-50.7% | $4,735-45.2% | $4,762-45.5% |
| Participant deferral / active EE | $3,543 | $7,109-50.2% | $6,709-47.2% | $5,850-39.4% |
| Admin fee / account holder | $5,416 | $12,120-55.3% | $10,261-47.2% | $11,596-53.3% |