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 | $124,580 | $157,256-20.8% | $141,162-11.7% | $152,861-18.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 19.38% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,753 | $5,261-28.7% | $4,735-20.7% | $4,762-21.2% |
| Participant deferral / active EE | $10,168 | $7,109+43.0% | $6,709+51.6% | $5,850+73.8% |
| Admin fee / account holder | $62,396 | $12,120+414.8% | $10,261+508.1% | $11,596+438.1% |