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 | $73,168 | $157,256-53.5% | $141,162-48.2% | $152,861-52.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 28.39% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,688 | $5,261-67.9% | $4,735-64.4% | $4,762-64.6% |
| Participant deferral / active EE | $4,724 | $7,109-33.6% | $6,709-29.6% | $5,850-19.3% |
| Admin fee / account holder | $27,756 | $12,120+129.0% | $10,261+170.5% | $11,596+139.3% |