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 | $57,196 | $157,256-63.6% | $141,162-59.5% | $152,861-62.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 22.63% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,103 | $5,261-41.0% | $4,735-34.5% | $4,762-34.8% |
| Participant deferral / active EE | $7,654 | $7,109+7.7% | $6,709+14.1% | $5,850+30.8% |
| Admin fee / account holder | $883 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |