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 | $69,995 | $89,355-21.7% | $141,162-50.4% | $72,985-4.1% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 22.56% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,655 | $3,114-46.9% | $4,735-65.0% | $2,440-32.2% |
| Participant deferral / active EE | $3,172 | $5,418-41.4% | $6,709-52.7% | $3,607-12.1% |
| Admin fee / account holder | $3,188 | $5,958-46.5% | $10,261-68.9% | $5,124-37.8% |