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 | $149,435 | $157,256-5.0% | $141,162+5.9% | $152,861-2.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 18.90% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,823 | $5,261+10.7% | $4,735+23.0% | $4,762+22.3% |
| Participant deferral / active EE | $10,424 | $7,109+46.6% | $6,709+55.4% | $5,850+78.2% |
| Admin fee / account holder | $45,417 | $12,120+274.7% | $10,261+342.6% | $11,596+291.6% |