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 | $133,360 | $175,202-23.9% | $149,673-10.9% | $139,434-4.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 24.61% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $3,189 | $5,474-41.7% | $4,818-33.8% | $4,751-32.9% |
| Participant deferral / active EE | $5,399 | $6,519-17.2% | $5,680-5.0% | $6,710-19.5% |
| Admin fee / account holder | $1,389 | $16,150-91.4% | $13,210-89.5% | $11,403-87.8% |