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 | $77,514 | $105,181-26.3% | $159,436-51.4% | $85,850-9.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.8%-12.2pp | 69.3%+1.3pp |
| Annual return | 19.19% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,357 | $3,318-29.0% | $4,829-51.2% | $2,565-8.1% |
| Participant deferral / active EE | $6,705 | $5,945+12.8% | $7,352-8.8% | $3,952+69.7% |
| Admin fee / account holder | $2,615 | $6,933-62.3% | $10,799-75.8% | $6,260-58.2% |