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 | $96,683 | $163,101-40.7% | $136,749-29.3% | $142,382-32.1% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 18.43% | 27.54%-9.1pp | 24.33%-5.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,714 | $4,117-9.8% | $3,400+9.2% | $4,299-13.6% |
| Participant deferral / active EE | $4,173 | $5,585-25.3% | $4,692-11.1% | $6,507-35.9% |
| Admin fee / account holder | $4,880 | $14,318-65.9% | $11,386-57.1% | $12,624-61.3% |