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 | $76,740 | $157,256-51.2% | $141,162-45.6% | $152,861-49.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 17.19% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,668 | $5,261-49.3% | $4,735-43.7% | $4,762-44.0% |
| Participant deferral / active EE | $5,864 | $7,109-17.5% | $6,709-12.6% | $5,850+0.2% |
| Admin fee / account holder | $33,861 | $12,120+179.4% | $10,261+230.0% | $11,596+192.0% |