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 | $102,133 | $157,256-35.1% | $141,162-27.6% | $152,861-33.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 17.44% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $966 | $5,261-81.6% | $4,735-79.6% | $4,762-79.7% |
| Participant deferral / active EE | $4,098 | $7,109-42.4% | $6,709-38.9% | $5,850-30.0% |
| Admin fee / account holder | $36,105 | $12,120+197.9% | $10,261+251.9% | $11,596+211.3% |