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 | $141,058 | $201,272-29.9% | $184,203-23.4% | $145,922-3.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 10.37% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,901 | $7,022-30.2% | $6,427-23.7% | $4,660+5.2% |
| Participant deferral / active EE | $6,557 | $9,806-33.1% | $9,131-28.2% | $6,688-1.9% |
| Admin fee / account holder | $13,887 | $16,364-15.1% | $13,901-0.1% | $13,397+3.7% |