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 | $84,271 | $209,336-59.7% | $197,124-57.2% | $137,256-38.6% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 12.98% | 48.09%-35.1pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,584 | $6,591-60.8% | $6,227-58.5% | $4,156-37.8% |
| Participant deferral / active EE | $3,950 | $9,614-58.9% | $9,135-56.8% | $6,407-38.4% |
| Admin fee / account holder | $8,731 | $17,308-49.6% | $16,298-46.4% | $12,270-28.8% |