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 | $23,294 | $157,256-85.2% | $141,162-83.5% | $152,861-84.8% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 24.90% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,880 | $5,261-26.2% | $4,735-18.1% | $4,762-18.5% |
| Participant deferral / active EE | $2,747 | $7,109-61.4% | $6,709-59.1% | $5,850-53.0% |
| Admin fee / account holder | $3,046 | $12,120-74.9% | $10,261-70.3% | $11,596-73.7% |