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 | $155,020 | $159,602-2.9% | $150,045+3.3% | $142,382+8.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 15.98% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,859 | $4,961-42.4% | $4,693-39.1% | $4,299-33.5% |
| Participant deferral / active EE | $9,878 | $8,310+18.9% | $7,997+23.5% | $6,507+51.8% |
| Admin fee / account holder | $1,946 | $14,846-86.9% | $13,435-85.5% | $12,624-84.6% |