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 | $113,094 | $157,256-28.1% | $141,162-19.9% | $152,861-26.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 21.62% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $9,724 | $5,261+84.8% | $4,735+105.4% | $4,762+104.2% |
| Participant deferral / active EE | $2,350 | $7,109-66.9% | $6,709-65.0% | $5,850-59.8% |
| Admin fee / account holder | $5,624 | $12,120-53.6% | $10,261-45.2% | $11,596-51.5% |