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 | $126,605 | $157,256-19.5% | $141,162-10.3% | $152,861-17.2% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 28.55% | 64.32%-35.8pp | 71.39%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,111 | $5,261-78.9% | $4,735-76.5% | $4,762-76.7% |
| Participant deferral / active EE | $5,496 | $7,109-22.7% | $6,709-18.1% | $5,850-6.1% |
| Admin fee / account holder | $15,084 | $12,120+24.5% | $10,261+47.0% | $11,596+30.1% |