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 | $140,834 | $148,534-5.2% | $135,903+3.6% | $139,434+1.0% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 15.29% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,914 | $5,243-44.4% | $4,856-40.0% | $4,751-38.7% |
| Participant deferral / active EE | $7,223 | $8,100-10.8% | $7,758-6.9% | $6,710+7.6% |
| Admin fee / account holder | $392 | $12,400-96.8% | $10,762-96.4% | $11,403-96.6% |