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 | $104,954 | $157,256-33.3% | $141,162-25.6% | $152,861-31.3% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 21.23% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,219 | $5,261-57.8% | $4,735-53.1% | $4,762-53.4% |
| Participant deferral / active EE | $4,282 | $7,109-39.8% | $6,709-36.2% | $5,850-26.8% |
| Admin fee / account holder | $3,947 | $12,120-67.4% | $10,261-61.5% | $11,596-66.0% |