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 | $87,262 | $157,256-44.5% | $141,162-38.2% | $152,861-42.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.67% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,572 | $5,261-70.1% | $4,735-66.8% | $4,762-67.0% |
| Participant deferral / active EE | $4,655 | $7,109-34.5% | $6,709-30.6% | $5,850-20.4% |
| Admin fee / account holder | $4,997 | $12,120-58.8% | $10,261-51.3% | $11,596-56.9% |