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 | $139,653 | $157,256-11.2% | $141,162-1.1% | $152,861-8.6% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 27.57% | 64.32%-36.8pp | 71.39%-43.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,332 | $5,261-55.7% | $4,735-50.7% | $4,762-51.0% |
| Participant deferral / active EE | $4,947 | $7,109-30.4% | $6,709-26.3% | $5,850-15.4% |
| Admin fee / account holder | $715 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |