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 | $73,496 | $157,256-53.3% | $141,162-47.9% | $152,861-51.9% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 18.58% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,487 | $5,261-14.7% | $4,735-5.2% | $4,762-5.8% |
| Participant deferral / active EE | $4,521 | $7,109-36.4% | $6,709-32.6% | $5,850-22.7% |
| Admin fee / account holder | $7,629 | $12,120-37.1% | $10,261-25.7% | $11,596-34.2% |