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 | $86,977 | $157,256-44.7% | $141,162-38.4% | $152,861-43.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 26.91% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,150 | $5,261-78.1% | $4,735-75.7% | $4,762-75.8% |
| Participant deferral / active EE | $4,845 | $7,109-31.8% | $6,709-27.8% | $5,850-17.2% |
| Admin fee / account holder | $384 | $12,120-96.8% | $10,261-96.3% | $11,596-96.7% |