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 | $94,011 | $159,901-41.2% | $146,958-36.0% | $145,922-35.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 12.40% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,975 | $5,286-43.7% | $4,933-39.7% | $4,660-36.1% |
| Participant deferral / active EE | $5,275 | $8,428-37.4% | $8,070-34.6% | $6,688-21.1% |
| Admin fee / account holder | $26,146 | $15,044+73.8% | $12,998+101.1% | $13,397+95.2% |