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 | $73,901 | $157,256-53.0% | $141,162-47.6% | $152,861-51.7% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 21.22% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,867 | $5,261-45.5% | $4,735-39.5% | $4,762-39.8% |
| Participant deferral / active EE | $4,960 | $7,109-30.2% | $6,709-26.1% | $5,850-15.2% |
| Admin fee / account holder | $6,450 | $12,120-46.8% | $10,261-37.1% | $11,596-44.4% |