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 | $94,197 | $102,966-8.5% | $90,281+4.3% | $152,861-38.4% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.4%-11.9pp |
| Annual return | 27.80% | 95.16%-67.4pp | 78.10%-50.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $355 | $3,139-88.7% | $2,854-87.6% | $4,762-92.5% |
| Participant deferral / active EE | $1,651 | $4,281-61.4% | $3,885-57.5% | $5,850-71.8% |
| Admin fee / account holder | $4,119 | $6,171-33.3% | $5,351-23.0% | $11,596-64.5% |