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 | $57,529 | $157,256-63.4% | $141,162-59.2% | $152,861-62.4% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 25.91% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,239 | $5,261-19.4% | $4,735-10.5% | $4,762-11.0% |
| Participant deferral / active EE | $8,475 | $7,109+19.2% | $6,709+26.3% | $5,850+44.9% |
| Admin fee / account holder | $3,185 | $12,120-73.7% | $10,261-69.0% | $11,596-72.5% |