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 4-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 | $103,423 | $183,519-43.6% | $155,509-33.5% | $145,922-29.1% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 21.89% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,783 | $5,313-66.4% | $4,672-61.8% | $4,660-61.7% |
| Participant deferral / active EE | $7,162 | $6,462+10.8% | $5,626+27.3% | $6,688+7.1% |
| Admin fee / account holder | $1,348 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |