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 | $86,853 | $232,540-62.7% | $185,117-53.1% | $147,584-41.2% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 22.69% | 43.03%-20.3pp | 40.50%-17.8pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,436 | $5,195-53.1% | $4,182-41.7% | $4,876-50.0% |
| Participant deferral / active EE | $3,628 | $5,834-37.8% | $5,045-28.1% | $5,439-33.3% |
| Admin fee / account holder | $2,460 | $10,275-76.1% | $8,159-69.9% | $10,885-77.4% |