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 | $145,112 | $183,519-20.9% | $155,509-6.7% | $145,922-0.6% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 11.21% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,272 | $5,313-19.6% | $4,672-8.6% | $4,660-8.3% |
| Participant deferral / active EE | $8,345 | $6,462+29.1% | $5,626+48.3% | $6,688+24.8% |
| Admin fee / account holder | $17,485 | $19,313-9.5% | $15,912+9.9% | $13,397+30.5% |