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 | $122,739 | $106,584+15.2% | $101,326+21.1% | $142,382-13.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 14.61% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,068 | $3,956+28.1% | $3,665+38.3% | $4,299+17.9% |
| Participant deferral / active EE | $10,583 | $8,297+27.6% | $7,994+32.4% | $6,507+62.6% |
| Admin fee / account holder | $778 | $11,446-93.2% | $11,185-93.0% | $12,624-93.8% |