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 | $134,249 | $157,256-14.6% | $141,162-4.9% | $152,861-12.2% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.4%-8.8pp |
| Annual return | 19.51% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,554 | $5,261-51.4% | $4,735-46.1% | $4,762-46.4% |
| Participant deferral / active EE | $5,017 | $7,109-29.4% | $6,709-25.2% | $5,850-14.2% |
| Admin fee / account holder | $623 | $12,120-94.9% | $10,261-93.9% | $11,596-94.6% |