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 | $80,628 | $157,256-48.7% | $141,162-42.9% | $152,861-47.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 23.14% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,274 | $5,261-37.8% | $4,735-30.9% | $4,762-31.3% |
| Participant deferral / active EE | $5,924 | $7,109-16.7% | $6,709-11.7% | $5,850+1.3% |
| Admin fee / account holder | $2,363 | $12,120-80.5% | $10,261-77.0% | $11,596-79.6% |