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 | $109,474 | $157,256-30.4% | $141,162-22.4% | $152,861-28.4% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 21.04% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,409 | $5,261-16.2% | $4,735-6.9% | $4,762-7.4% |
| Participant deferral / active EE | $11,605 | $7,109+63.2% | $6,709+73.0% | $5,850+98.4% |
| Admin fee / account holder | $27,685 | $12,120+128.4% | $10,261+169.8% | $11,596+138.7% |