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 | $152,204 | $176,056-13.5% | $159,436-4.5% | $167,490-9.1% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 14.73% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $8,874 | $5,297+67.5% | $4,829+83.7% | $4,837+83.4% |
| Participant deferral / active EE | $3,210 | $7,750-58.6% | $7,352-56.3% | $6,341-49.4% |
| Admin fee / account holder | $1,058 | $12,554-91.6% | $10,799-90.2% | $12,309-91.4% |