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 | $147,027 | $201,272-27.0% | $184,203-20.2% | $145,922+0.8% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 10.68% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,831 | $7,022-73.9% | $6,427-71.5% | $4,660-60.7% |
| Participant deferral / active EE | $4,864 | $9,806-50.4% | $9,131-46.7% | $6,688-27.3% |
| Admin fee / account holder | $1,348 | $16,364-91.8% | $13,901-90.3% | $13,397-89.9% |