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 | $142,022 | $175,202-18.9% | $149,673-5.1% | $139,434+1.9% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 21.14% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,480 | $5,474-36.4% | $4,818-27.8% | $4,751-26.7% |
| Participant deferral / active EE | $5,225 | $6,519-19.8% | $5,680-8.0% | $6,710-22.1% |
| Admin fee / account holder | $10,072 | $16,150-37.6% | $13,210-23.8% | $11,403-11.7% |