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 | $131,301 | $157,256-16.5% | $141,162-7.0% | $152,861-14.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.67% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $7,232 | $5,261+37.5% | $4,735+52.7% | $4,762+51.9% |
| Participant deferral / active EE | $8,622 | $7,109+21.3% | $6,709+28.5% | $5,850+47.4% |
| Admin fee / account holder | $3,395 | $12,120-72.0% | $10,261-66.9% | $11,596-70.7% |