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 | $87,168 | $142,405-38.8% | $115,157-24.3% | $152,861-43.0% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 14.69% | 41.48%-26.8pp | 35.60%-20.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $5,979 | $4,010+49.1% | $3,179+88.1% | $4,762+25.5% |
| Participant deferral / active EE | $3,588 | $5,164-30.5% | $4,168-13.9% | $5,850-38.7% |
| Admin fee / account holder | $79,544 | $8,462+840.0% | $7,088+1022.3% | $11,596+585.9% |