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 | $136,100 | $177,572-23.4% | $154,803-12.1% | $142,382-4.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 14.38% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,926 | $4,810-18.4% | $4,305-8.8% | $4,299-8.7% |
| Participant deferral / active EE | $11,284 | $6,272+79.9% | $5,540+103.7% | $6,507+73.4% |
| Admin fee / account holder | $42,059 | $16,786+150.6% | $14,329+193.5% | $12,624+233.2% |