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 | $121,273 | $157,256-22.9% | $141,162-14.1% | $152,861-20.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 17.61% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,755 | $5,261-28.6% | $4,735-20.7% | $4,762-21.2% |
| Participant deferral / active EE | $9,438 | $7,109+32.7% | $6,709+40.7% | $5,850+61.3% |
| Admin fee / account holder | $61,604 | $12,120+408.3% | $10,261+500.4% | $11,596+431.2% |