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 | $138,024 | $172,111-19.8% | $150,298-8.2% | $137,256+0.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.68% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,506 | $4,636-67.5% | $4,154-63.8% | $4,156-63.8% |
| Participant deferral / active EE | $4,424 | $6,166-28.2% | $5,453-18.9% | $6,407-30.9% |
| Admin fee / account holder | $8,895 | $16,471-46.0% | $14,116-37.0% | $12,270-27.5% |