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 | $100,340 | $197,591-49.2% | $177,821-43.6% | $158,922-36.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 22.44% | 58.76%-36.3pp | 48.32%-25.9pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,196 | $6,697-67.2% | $5,918-62.9% | $4,761-53.9% |
| Participant deferral / active EE | $5,486 | $8,405-34.7% | $7,714-28.9% | $5,982-8.3% |
| Admin fee / account holder | $686 | $15,399-95.5% | $12,427-94.5% | $11,246-93.9% |