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 | $124,500 | $165,335-24.7% | $149,696-16.8% | $158,922-21.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.73% | 348.15%-328.4pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $13,760 | $5,103+169.7% | $4,644+196.3% | $4,761+189.0% |
| Participant deferral / active EE | $10,623 | $7,181+47.9% | $6,842+55.3% | $5,982+77.6% |
| Admin fee / account holder | $174,776 | $10,807+1517.3% | $9,309+1777.6% | $11,246+1454.2% |