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 | $126,090 | $201,272-37.4% | $184,203-31.5% | $145,922-13.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 36.57% | 29.00%+7.6pp | 28.81%+7.8pp | 561.29%-524.7pp |
| Employer contribution / active EE | $6,023 | $7,022-14.2% | $6,427-6.3% | $4,660+29.3% |
| Participant deferral / active EE | $6,455 | $9,806-34.2% | $9,131-29.3% | $6,688-3.5% |
| Admin fee / account holder | $3,186 | $16,364-80.5% | $13,901-77.1% | $13,397-76.2% |