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 | $127,482 | $148,534-14.2% | $135,903-6.2% | $139,434-8.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.01% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,479 | $5,243-33.7% | $4,856-28.4% | $4,751-26.8% |
| Participant deferral / active EE | $9,553 | $8,100+17.9% | $7,758+23.1% | $6,710+42.4% |
| Admin fee / account holder | $1,130 | $12,400-90.9% | $10,762-89.5% | $11,403-90.1% |