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 | $126,297 | $201,272-37.3% | $184,203-31.4% | $145,922-13.4% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 18.76% | 29.00%-10.2pp | 28.81%-10.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,524 | $7,022-64.1% | $6,427-60.7% | $4,660-45.8% |
| Participant deferral / active EE | $13,657 | $9,806+39.3% | $9,131+49.6% | $6,688+104.2% |
| Admin fee / account holder | $14,098 | $16,364-13.8% | $13,901+1.4% | $13,397+5.2% |