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 | $147,503 | $201,272-26.7% | $184,203-19.9% | $145,922+1.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 10.85% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,722 | $7,022-61.2% | $6,427-57.7% | $4,660-41.6% |
| Participant deferral / active EE | $14,645 | $9,806+49.4% | $9,131+60.4% | $6,688+119.0% |
| Admin fee / account holder | $15,084 | $16,364-7.8% | $13,901+8.5% | $13,397+12.6% |