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 | $92,981 | $157,256-40.9% | $141,162-34.1% | $152,861-39.2% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 19.44% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,315 | $5,261-56.0% | $4,735-51.1% | $4,762-51.4% |
| Participant deferral / active EE | $7,146 | $7,109+0.5% | $6,709+6.5% | $5,850+22.2% |
| Admin fee / account holder | $25,858 | $12,120+113.3% | $10,261+152.0% | $11,596+123.0% |