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 | $162,900 | $165,335-1.5% | $149,696+8.8% | $158,922+2.5% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 24.02% | 348.15%-324.1pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,787 | $5,103-45.4% | $4,644-40.0% | $4,761-41.5% |
| Participant deferral / active EE | $5,902 | $7,181-17.8% | $6,842-13.7% | $5,982-1.3% |
| Admin fee / account holder | $5,000 | $10,807-53.7% | $9,309-46.3% | $11,246-55.5% |