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 | $85,521 | $157,256-45.6% | $141,162-39.4% | $152,861-44.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.79% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,005 | $5,261-61.9% | $4,735-57.7% | $4,762-57.9% |
| Participant deferral / active EE | $3,950 | $7,109-44.4% | $6,709-41.1% | $5,850-32.5% |
| Admin fee / account holder | $32,529 | $12,120+168.4% | $10,261+217.0% | $11,596+180.5% |