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 | $144,076 | $159,901-9.9% | $146,958-2.0% | $145,922-1.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.75% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,937 | $5,286-44.4% | $4,933-40.5% | $4,660-37.0% |
| Participant deferral / active EE | $8,431 | $8,4280% | $8,070+4.5% | $6,688+26.1% |
| Admin fee / account holder | $850 | $15,044-94.4% | $12,998-93.5% | $13,397-93.7% |