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 | $99,503 | $78,705+26.4% | $117,854-15.6% | $70,131+41.9% |
| Participation rate | 70.5% | 73.2%-2.7pp | 79.7%-9.1pp | 69.5%+1.0pp |
| Annual return | 19.25% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $837 | $2,223-62.4% | $3,786-77.9% | $2,342-64.3% |
| Participant deferral / active EE | $6,160 | $3,297+86.8% | $4,482+37.4% | $3,332+84.9% |
| Admin fee / account holder | $5,053 | $5,065-0.3% | $8,020-37.0% | $4,645+8.8% |