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 | $138,648 | $214,378-35.3% | $200,582-30.9% | $142,382-2.6% |
| Participation rate | 81.3% | 87.4%-6.2pp | 86.9%-5.6pp | 80.1%+1.1pp |
| Annual return | 15.59% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,543 | $6,841-48.2% | $6,419-44.8% | $4,299-17.6% |
| Participant deferral / active EE | $3,927 | $9,865-60.2% | $9,331-57.9% | $6,507-39.6% |
| Admin fee / account holder | $24,892 | $17,692+40.7% | $16,305+52.7% | $12,624+97.2% |