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 | $74,977 | $157,256-52.3% | $141,162-46.9% | $152,861-51.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.67% | 64.32%-42.7pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,295 | $5,261-37.4% | $4,735-30.4% | $4,762-30.8% |
| Participant deferral / active EE | $5,851 | $7,109-17.7% | $6,709-12.8% | $5,8500% |
| Admin fee / account holder | $18,672 | $12,120+54.1% | $10,261+82.0% | $11,596+61.0% |