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 | $106,642 | $157,256-32.2% | $141,162-24.5% | $152,861-30.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.89% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $3,211 | $5,261-39.0% | $4,735-32.2% | $4,762-32.6% |
| Participant deferral / active EE | $2,569 | $7,109-63.9% | $6,709-61.7% | $5,850-56.1% |
| Admin fee / account holder | $18,155 | $12,120+49.8% | $10,261+76.9% | $11,596+56.6% |