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 | $99,502 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.45% | 64.32%-45.9pp | 71.39%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,219 | $5,261-57.8% | $4,735-53.1% | $4,762-53.4% |
| Participant deferral / active EE | $3,547 | $7,109-50.1% | $6,709-47.1% | $5,850-39.4% |
| Admin fee / account holder | $695 | $12,120-94.3% | $10,261-93.2% | $11,596-94.0% |