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 | $118,169 | $197,591-40.2% | $177,821-33.5% | $158,922-25.6% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 32.45% | 58.76%-26.3pp | 48.32%-15.9pp | 302.83%-270.4pp |
| Employer contribution / active EE | $4,655 | $6,697-30.5% | $5,918-21.3% | $4,761-2.2% |
| Participant deferral / active EE | $7,194 | $8,405-14.4% | $7,714-6.7% | $5,982+20.3% |
| Admin fee / account holder | $6,908 | $15,399-55.1% | $12,427-44.4% | $11,246-38.6% |