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 | $43,527 | $197,591-78.0% | $177,821-75.5% | $158,922-72.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 11.93% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,020 | $6,697-69.8% | $5,918-65.9% | $4,761-57.6% |
| Participant deferral / active EE | $3,298 | $8,405-60.8% | $7,714-57.3% | $5,982-44.9% |
| Admin fee / account holder | $874 | $15,399-94.3% | $12,427-93.0% | $11,246-92.2% |