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 | $140,231 | $201,259-30.3% | $184,200-23.9% | $145,959-3.9% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.1pp | 80.3%-2.5pp |
| Annual return | 12.62% | 28.98%-16.4pp | 28.80%-16.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,779 | $9,806-10.5% | $9,132-3.9% | $6,689+31.3% |
| Admin fee / account holder | $21,159 | $16,372+29.2% | $13,907+52.1% | $13,398+57.9% |