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 | $44,621 | $105,181-57.6% | $159,436-72.0% | $85,850-48.0% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.8%-10.2pp | 69.3%+3.3pp |
| Annual return | 13.86% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $880 | $3,318-73.5% | $4,829-81.8% | $2,565-65.7% |
| Participant deferral / active EE | $3,520 | $5,945-40.8% | $7,352-52.1% | $3,952-10.9% |
| Admin fee / account holder | $1,501 | $6,933-78.4% | $10,799-86.1% | $6,260-76.0% |