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 | $96,222 | $157,256-38.8% | $141,162-31.8% | $152,861-37.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 17.92% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,173 | $5,261-58.7% | $4,735-54.1% | $4,762-54.4% |
| Participant deferral / active EE | $4,345 | $7,109-38.9% | $6,709-35.2% | $5,850-25.7% |
| Admin fee / account holder | $9,166 | $12,120-24.4% | $10,261-10.7% | $11,596-21.0% |