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 | $57,217 | $157,256-63.6% | $141,162-59.5% | $152,861-62.6% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 21.53% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,243 | $5,261-76.4% | $4,735-73.7% | $4,762-73.9% |
| Participant deferral / active EE | $2,792 | $7,109-60.7% | $6,709-58.4% | $5,850-52.3% |
| Admin fee / account holder | $3,497 | $12,120-71.1% | $10,261-65.9% | $11,596-69.8% |