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 | $146,881 | $175,202-16.2% | $149,673-1.9% | $139,434+5.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 17.80% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,938 | $5,474-28.1% | $4,818-18.3% | $4,751-17.1% |
| Participant deferral / active EE | $6,086 | $6,519-6.6% | $5,680+7.1% | $6,710-9.3% |
| Admin fee / account holder | $6,510 | $16,150-59.7% | $13,210-50.7% | $11,403-42.9% |