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 | $55,154 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.72% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,048 | $5,261-61.1% | $4,735-56.7% | $4,762-57.0% |
| Participant deferral / active EE | $5,117 | $7,109-28.0% | $6,709-23.7% | $5,850-12.5% |
| Admin fee / account holder | $7,328 | $12,120-39.5% | $10,261-28.6% | $11,596-36.8% |