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 | $113,002 | $157,256-28.1% | $141,162-19.9% | $152,861-26.1% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 23.93% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $4,247 | $5,261-19.3% | $4,735-10.3% | $4,762-10.8% |
| Participant deferral / active EE | $8,233 | $7,109+15.8% | $6,709+22.7% | $5,850+40.7% |
| Admin fee / account holder | $2,615 | $12,120-78.4% | $10,261-74.5% | $11,596-77.5% |