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 | $156,127 | $201,259-22.4% | $184,200-15.2% | $145,959+7.0% |
| Participation rate | 93.8% | 87.5%+6.2pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 14.70% | 28.98%-14.3pp | 28.80%-14.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,904 | $7,018-72.9% | $6,424-70.4% | $4,661-59.2% |
| Participant deferral / active EE | $6,205 | $9,806-36.7% | $9,132-32.1% | $6,689-7.2% |
| Admin fee / account holder | $8,325 | $16,372-49.2% | $13,907-40.1% | $13,398-37.9% |