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 | $113,047 | $157,256-28.1% | $141,162-19.9% | $152,861-26.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 23.64% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,144 | $5,261-78.3% | $4,735-75.9% | $4,762-76.0% |
| Participant deferral / active EE | $4,940 | $7,109-30.5% | $6,709-26.4% | $5,850-15.6% |
| Admin fee / account holder | $26,908 | $12,120+122.0% | $10,261+162.2% | $11,596+132.0% |