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 | $97,358 | $159,901-39.1% | $146,958-33.8% | $145,922-33.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 16.20% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,533 | $5,286-33.2% | $4,933-28.4% | $4,660-24.2% |
| Participant deferral / active EE | $4,463 | $8,428-47.0% | $8,070-44.7% | $6,688-33.3% |
| Admin fee / account holder | $17,473 | $15,044+16.2% | $12,998+34.4% | $13,397+30.4% |