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 | $92,755 | $197,591-53.1% | $177,821-47.8% | $158,922-41.6% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 8.20% | 58.76%-50.6pp | 48.32%-40.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,004 | $6,697-70.1% | $5,918-66.1% | $4,761-57.9% |
| Participant deferral / active EE | $3,442 | $8,405-59.0% | $7,714-55.4% | $5,982-42.5% |
| Admin fee / account holder | $39,362 | $15,399+155.6% | $12,427+216.7% | $11,246+250.0% |