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 | $123,107 | $157,256-21.7% | $141,162-12.8% | $152,861-19.5% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.4%-8.8pp |
| Annual return | 14.92% | 64.32%-49.4pp | 71.39%-56.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,943 | $7,109-58.6% | $6,709-56.1% | $5,850-49.7% |
| Admin fee / account holder | $18,490 | $12,120+52.6% | $10,261+80.2% | $11,596+59.4% |