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 | $90,407 | $157,256-42.5% | $141,162-36.0% | $152,861-40.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 23.37% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,129 | $5,261+16.5% | $4,735+29.4% | $4,762+28.7% |
| Participant deferral / active EE | $5,894 | $7,109-17.1% | $6,709-12.1% | $5,850+0.7% |
| Admin fee / account holder | $2,988 | $12,120-75.3% | $10,261-70.9% | $11,596-74.2% |