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 | $230,531 | $176,056+30.9% | $159,436+44.6% | $167,490+37.6% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 14.84% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,717 | $7,750+12.5% | $7,352+18.6% | $6,341+37.5% |
| Admin fee / account holder | $1,851 | $12,554-85.3% | $10,799-82.9% | $12,309-85.0% |