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 | $57,721 | $176,812-67.4% | $146,665-60.6% | $167,490-65.5% |
| Participation rate | 79.2% | 83.6%-4.4pp | 80.1%-0.9pp | 82.1%-2.9pp |
| Annual return | 15.07% | 24.03%-9.0pp | 22.74%-7.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,846 | $5,160-64.2% | $4,136-55.4% | $4,837-61.8% |
| Participant deferral / active EE | $3,650 | $6,440-43.3% | $5,506-33.7% | $6,341-42.4% |
| Admin fee / account holder | $984 | $13,259-92.6% | $10,280-90.4% | $12,309-92.0% |