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 | $140,855 | $179,726-21.6% | $156,263-9.9% | $142,382-1.1% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 14.41% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,098 | $5,069-38.9% | $4,333-28.5% | $4,299-27.9% |
| Participant deferral / active EE | $5,234 | $6,956-24.8% | $6,158-15.0% | $6,507-19.6% |
| Admin fee / account holder | $6,104 | $17,272-64.7% | $14,255-57.2% | $12,624-51.6% |