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 | $92,431 | $157,256-41.2% | $141,162-34.5% | $152,861-39.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 27.61% | 64.32%-36.7pp | 71.39%-43.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,748 | $7,109-5.1% | $6,709+0.6% | $5,850+15.4% |
| Admin fee / account holder | $4,509 | $12,120-62.8% | $10,261-56.1% | $11,596-61.1% |