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 | $35,404 | $157,256-77.5% | $141,162-74.9% | $152,861-76.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 22.62% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,468 | $5,261-53.1% | $4,735-47.9% | $4,762-48.2% |
| Participant deferral / active EE | $4,539 | $7,109-36.2% | $6,709-32.4% | $5,850-22.4% |
| Admin fee / account holder | $1,248 | $12,120-89.7% | $10,261-87.8% | $11,596-89.2% |