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 | $148,859 | $159,602-6.7% | $150,045-0.8% | $142,382+4.5% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 14.69% | 70.24%-55.5pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,474 | $4,961-30.0% | $4,693-26.0% | $4,299-19.2% |
| Participant deferral / active EE | $7,698 | $8,310-7.4% | $7,997-3.7% | $6,507+18.3% |
| Admin fee / account holder | $119,693 | $14,846+706.2% | $13,435+790.9% | $12,624+848.2% |