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 | $153,856 | $165,335-6.9% | $149,696+2.8% | $158,922-3.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.92% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,736 | $5,103-66.0% | $4,644-62.6% | $4,761-63.5% |
| Participant deferral / active EE | $3,391 | $7,181-52.8% | $6,842-50.4% | $5,982-43.3% |
| Admin fee / account holder | $1,136 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |