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 | $101,695 | $133,922-24.1% | $116,228-12.5% | $142,382-28.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 14.70% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $957 | $3,446-72.2% | $2,994-68.0% | $4,299-77.7% |
| Participant deferral / active EE | $2,846 | $5,672-49.8% | $4,953-42.5% | $6,507-56.3% |
| Admin fee / account holder | $1,244 | $14,945-91.7% | $11,989-89.6% | $12,624-90.1% |