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 | $138,620 | $148,534-6.7% | $135,903+2.0% | $139,434-0.6% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 15.26% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,252 | $5,243-38.0% | $4,856-33.0% | $4,751-31.5% |
| Participant deferral / active EE | $6,026 | $8,100-25.6% | $7,758-22.3% | $6,710-10.2% |
| Admin fee / account holder | $2,461 | $12,400-80.1% | $10,762-77.1% | $11,403-78.4% |