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 | $99,528 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.57% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,267 | $5,261-56.9% | $4,735-52.1% | $4,762-52.4% |
| Participant deferral / active EE | $6,246 | $7,109-12.1% | $6,709-6.9% | $5,850+6.8% |
| Admin fee / account holder | $1,356 | $12,120-88.8% | $10,261-86.8% | $11,596-88.3% |