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 | $97,044 | $157,256-38.3% | $141,162-31.3% | $152,861-36.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 22.96% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,850 | $5,261-45.8% | $4,735-39.8% | $4,762-40.2% |
| Participant deferral / active EE | $8,375 | $7,109+17.8% | $6,709+24.8% | $5,850+43.2% |
| Admin fee / account holder | $3,769 | $12,120-68.9% | $10,261-63.3% | $11,596-67.5% |