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 | $81,696 | $102,966-20.7% | $90,281-9.5% | $152,861-46.6% |
| Participation rate | 70.8% | 75.9%-5.0pp | 73.3%-2.4pp | 82.4%-11.6pp |
| Annual return | 27.00% | 95.16%-68.2pp | 78.10%-51.1pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,105 | $3,139-64.8% | $2,854-61.3% | $4,762-76.8% |
| Participant deferral / active EE | $3,606 | $4,281-15.8% | $3,885-7.2% | $5,850-38.4% |
| Admin fee / account holder | $809 | $6,171-86.9% | $5,351-84.9% | $11,596-93.0% |