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 | $119,534 | $127,386-6.2% | $115,037+3.9% | $125,391-4.7% |
| Participation rate | 70.6% | 84.2%-13.6pp | 81.4%-10.8pp | 83.2%-12.6pp |
| Annual return | 0.94% | 31.28%-30.3pp | 26.14%-25.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $941 | $5,166-81.8% | $4,608-79.6% | $4,866-80.7% |
| Participant deferral / active EE | $4,843 | $6,423-24.6% | $6,026-19.6% | $5,352-9.5% |
| Admin fee / account holder | $984 | $9,516-89.7% | $8,175-88.0% | $9,540-89.7% |