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 | $155,735 | $201,272-22.6% | $184,203-15.5% | $145,922+6.7% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 13.26% | 29.00%-15.7pp | 28.81%-15.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,015 | $7,022-28.6% | $6,427-22.0% | $4,660+7.6% |
| Participant deferral / active EE | $10,106 | $9,806+3.1% | $9,131+10.7% | $6,688+51.1% |
| Admin fee / account holder | $3,253 | $16,364-80.1% | $13,901-76.6% | $13,397-75.7% |