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 | $56,208 | $157,256-64.3% | $141,162-60.2% | $152,861-63.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 20.51% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,121 | $5,261-40.7% | $4,735-34.1% | $4,762-34.5% |
| Participant deferral / active EE | $10,877 | $7,109+53.0% | $6,709+62.1% | $5,850+85.9% |
| Admin fee / account holder | $24,326 | $12,120+100.7% | $10,261+137.1% | $11,596+109.8% |