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 | $85,043 | $183,519-53.7% | $155,509-45.3% | $145,922-41.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 33.01% | 61.17%-28.2pp | 64.67%-31.7pp | 561.29%-528.3pp |
| Employer contribution / active EE | $2,588 | $5,313-51.3% | $4,672-44.6% | $4,660-44.5% |
| Participant deferral / active EE | $3,863 | $6,462-40.2% | $5,626-31.3% | $6,688-42.2% |
| Admin fee / account holder | $5,863 | $19,313-69.6% | $15,912-63.2% | $13,397-56.2% |