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 | $86,635 | $157,256-44.9% | $141,162-38.6% | $152,861-43.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 17.07% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,399 | $5,261-54.4% | $4,735-49.3% | $4,762-49.6% |
| Participant deferral / active EE | $5,814 | $7,109-18.2% | $6,709-13.3% | $5,850-0.6% |
| Admin fee / account holder | $53,886 | $12,120+344.6% | $10,261+425.1% | $11,596+364.7% |