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 | $103,548 | $157,256-34.2% | $141,162-26.6% | $152,861-32.3% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 19.44% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,014 | $5,261-61.7% | $4,735-57.5% | $4,762-57.7% |
| Participant deferral / active EE | $5,599 | $7,109-21.2% | $6,709-16.5% | $5,850-4.3% |
| Admin fee / account holder | $6,634 | $12,120-45.3% | $10,261-35.4% | $11,596-42.8% |