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 9-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 | $113,223 | $157,256-28.0% | $141,162-19.8% | $152,861-25.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.06% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,236 | $5,261-57.5% | $4,735-52.8% | $4,762-53.1% |
| Participant deferral / active EE | $5,107 | $7,109-28.2% | $6,709-23.9% | $5,850-12.7% |
| Admin fee / account holder | $717 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |