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 | $69,514 | $154,117-54.9% | $129,995-46.5% | $139,434-50.1% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 13.87% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,572 | $5,289-70.3% | $4,320-63.6% | $4,751-66.9% |
| Participant deferral / active EE | $2,895 | $6,710-56.9% | $5,820-50.3% | $6,710-56.9% |
| Admin fee / account holder | $2,110 | $14,007-84.9% | $10,614-80.1% | $11,403-81.5% |