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 | $70,869 | $183,519-61.4% | $155,509-54.4% | $145,922-51.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.43% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,065 | $5,313-42.3% | $4,672-34.4% | $4,660-34.2% |
| Participant deferral / active EE | $6,060 | $6,462-6.2% | $5,626+7.7% | $6,688-9.4% |
| Admin fee / account holder | $2,724 | $19,313-85.9% | $15,912-82.9% | $13,397-79.7% |