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 | $97,527 | $157,256-38.0% | $141,162-30.9% | $152,861-36.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 21.16% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,054 | $5,261-61.0% | $4,735-56.6% | $4,762-56.9% |
| Participant deferral / active EE | $4,269 | $7,109-40.0% | $6,709-36.4% | $5,850-27.0% |
| Admin fee / account holder | $1,911 | $12,120-84.2% | $10,261-81.4% | $11,596-83.5% |