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 | $117,282 | $175,202-33.1% | $149,673-21.6% | $139,434-15.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 20.59% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $9,425 | $5,474+72.2% | $4,818+95.6% | $4,751+98.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $10,226 | $16,150-36.7% | $13,210-22.6% | $11,403-10.3% |