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 | $150,550 | $175,202-14.1% | $149,673+0.6% | $139,434+8.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 20.84% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,501 | $5,474-72.6% | $4,818-68.8% | $4,751-68.4% |
| Participant deferral / active EE | $3,637 | $6,519-44.2% | $5,680-36.0% | $6,710-45.8% |
| Admin fee / account holder | $1,744 | $16,150-89.2% | $13,210-86.8% | $11,403-84.7% |