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 | $91,407 | $157,256-41.9% | $141,162-35.2% | $152,861-40.2% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.4%-5.2pp |
| Annual return | 24.08% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,915 | $5,261-6.6% | $4,735+3.8% | $4,762+3.2% |
| Participant deferral / active EE | $2,980 | $7,109-58.1% | $6,709-55.6% | $5,850-49.1% |
| Admin fee / account holder | $1,540 | $12,120-87.3% | $10,261-85.0% | $11,596-86.7% |