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 | $150,787 | $214,378-29.7% | $200,582-24.8% | $142,382+5.9% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 31.05% | 46.41%-15.4pp | 42.33%-11.3pp | 217.08%-186.0pp |
| Employer contribution / active EE | $3,224 | $6,841-52.9% | $6,419-49.8% | $4,299-25.0% |
| Participant deferral / active EE | $10,445 | $9,865+5.9% | $9,331+11.9% | $6,507+60.5% |
| Admin fee / account holder | $2,434 | $17,692-86.2% | $16,305-85.1% | $12,624-80.7% |