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 | $69,485 | $157,256-55.8% | $141,162-50.8% | $152,861-54.5% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 18.96% | 64.32%-45.4pp | 71.39%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,765 | $5,261-47.4% | $4,735-41.6% | $4,762-41.9% |
| Participant deferral / active EE | $3,886 | $7,109-45.3% | $6,709-42.1% | $5,850-33.6% |
| Admin fee / account holder | $48,277 | $12,120+298.3% | $10,261+370.5% | $11,596+316.3% |