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 | $134,024 | $177,572-24.5% | $154,803-13.4% | $142,382-5.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.09% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,927 | $4,810+23.2% | $4,305+37.7% | $4,299+37.9% |
| Participant deferral / active EE | $13,874 | $6,272+121.2% | $5,540+150.4% | $6,507+113.2% |
| Admin fee / account holder | $42,544 | $16,786+153.5% | $14,329+196.9% | $12,624+237.0% |