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 | $143,402 | $232,540-38.3% | $185,117-22.5% | $147,584-2.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 20.60% | 43.03%-22.4pp | 40.50%-19.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $609 | $5,195-88.3% | $4,182-85.4% | $4,876-87.5% |
| Participant deferral / active EE | $6,094 | $5,834+4.5% | $5,045+20.8% | $5,439+12.0% |
| Admin fee / account holder | $736 | $10,275-92.8% | $8,159-91.0% | $10,885-93.2% |