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 | $114,900 | $201,272-42.9% | $184,203-37.6% | $145,922-21.3% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.7pp | 80.3%+10.2pp |
| Annual return | 10.72% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,310 | $7,022-52.9% | $6,427-48.5% | $4,660-29.0% |
| Participant deferral / active EE | $7,817 | $9,806-20.3% | $9,131-14.4% | $6,688+16.9% |
| Admin fee / account holder | $23,839 | $16,364+45.7% | $13,901+71.5% | $13,397+77.9% |