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 | $143,570 | $157,256-8.7% | $141,162+1.7% | $152,861-6.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 21.30% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,347 | $5,261-17.4% | $4,735-8.2% | $4,762-8.7% |
| Participant deferral / active EE | $9,873 | $7,109+38.9% | $6,709+47.2% | $5,850+68.8% |
| Admin fee / account holder | $5,332 | $12,120-56.0% | $10,261-48.0% | $11,596-54.0% |