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 | $154,057 | $201,272-23.5% | $184,203-16.4% | $145,922+5.6% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 19.12% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,634 | $7,022-62.5% | $6,427-59.0% | $4,660-43.5% |
| Participant deferral / active EE | $5,531 | $9,806-43.6% | $9,131-39.4% | $6,688-17.3% |
| Admin fee / account holder | $2,297 | $16,364-86.0% | $13,901-83.5% | $13,397-82.9% |