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 | $124,682 | $175,202-28.8% | $149,673-16.7% | $139,434-10.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 17.50% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,041 | $5,474-44.5% | $4,818-36.9% | $4,751-36.0% |
| Participant deferral / active EE | $6,624 | $6,519+1.6% | $5,680+16.6% | $6,710-1.3% |
| Admin fee / account holder | $5,748 | $16,150-64.4% | $13,210-56.5% | $11,403-49.6% |