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 | $142,135 | $197,591-28.1% | $177,821-20.1% | $158,922-10.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 14.50% | 58.76%-44.3pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,010 | $6,697-55.1% | $5,918-49.1% | $4,761-36.8% |
| Participant deferral / active EE | $8,362 | $8,405-0.5% | $7,714+8.4% | $5,982+39.8% |
| Admin fee / account holder | $16,620 | $15,399+7.9% | $12,427+33.7% | $11,246+47.8% |