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 | $133,281 | $142,405-6.4% | $115,157+15.7% | $152,861-12.8% |
| Participation rate | 70.6% | 82.4%-11.8pp | 75.9%-5.3pp | 82.4%-11.9pp |
| Annual return | 23.60% | 41.48%-17.9pp | 35.60%-12.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,391 | $4,010-65.3% | $3,179-56.2% | $4,762-70.8% |
| Participant deferral / active EE | $4,827 | $5,164-6.5% | $4,168+15.8% | $5,850-17.5% |
| Admin fee / account holder | $3,733 | $8,462-55.9% | $7,088-47.3% | $11,596-67.8% |