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 | $138,644 | $177,572-21.9% | $154,803-10.4% | $142,382-2.6% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 13.69% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,641 | $4,810-3.5% | $4,305+7.8% | $4,299+8.0% |
| Participant deferral / active EE | $8,139 | $6,272+29.8% | $5,540+46.9% | $6,507+25.1% |
| Admin fee / account holder | $23,535 | $16,786+40.2% | $14,329+64.2% | $12,624+86.4% |