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 | $92,192 | $102,966-10.5% | $90,281+2.1% | $152,861-39.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 16.25% | 95.16%-78.9pp | 78.10%-61.8pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,948 | $3,139-38.0% | $2,854-31.8% | $4,762-59.1% |
| Participant deferral / active EE | $6,404 | $4,281+49.6% | $3,885+64.8% | $5,850+9.5% |
| Admin fee / account holder | $2,403 | $6,171-61.1% | $5,351-55.1% | $11,596-79.3% |