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 | $96,598 | $165,335-41.6% | $149,696-35.5% | $158,922-39.2% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 18.36% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $989 | $5,103-80.6% | $4,644-78.7% | $4,761-79.2% |
| Participant deferral / active EE | $5,342 | $7,181-25.6% | $6,842-21.9% | $5,982-10.7% |
| Admin fee / account holder | $4,118 | $10,807-61.9% | $9,309-55.8% | $11,246-63.4% |