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 | $95,133 | $112,096-15.1% | $95,952-0.9% | $158,922-40.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 8.70% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $831 | $3,198-74.0% | $2,541-67.3% | $4,761-82.5% |
| Participant deferral / active EE | $2,502 | $4,784-47.7% | $4,167-40.0% | $5,982-58.2% |
| Admin fee / account holder | $27,669 | $10,130+173.1% | $6,795+307.2% | $11,246+146.0% |