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 | $91,934 | $157,256-41.5% | $141,162-34.9% | $152,861-39.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 19.20% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,783 | $5,261-28.1% | $4,735-20.1% | $4,762-20.6% |
| Participant deferral / active EE | $6,850 | $7,109-3.6% | $6,709+2.1% | $5,850+17.1% |
| Admin fee / account holder | $24,291 | $12,120+100.4% | $10,261+136.7% | $11,596+109.5% |