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 | $103,111 | $209,411-50.8% | $178,490-42.2% | $158,922-35.1% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 9.50% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,688 | $5,706-70.4% | $5,011-66.3% | $4,761-64.6% |
| Participant deferral / active EE | $4,291 | $5,954-27.9% | $5,202-17.5% | $5,982-28.3% |
| Admin fee / account holder | $36,136 | $17,074+111.6% | $13,984+158.4% | $11,246+221.3% |