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 | $87,624 | $157,256-44.3% | $141,162-37.9% | $152,861-42.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 16.39% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,973 | $5,261-43.5% | $4,735-37.2% | $4,762-37.6% |
| Participant deferral / active EE | $6,701 | $7,109-5.8% | $6,709-0.1% | $5,850+14.5% |
| Admin fee / account holder | $38,704 | $12,120+219.3% | $10,261+277.2% | $11,596+233.8% |