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 | $116,470 | $175,202-33.5% | $149,673-22.2% | $139,434-16.5% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 16.92% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $8,768 | $5,474+60.2% | $4,818+82.0% | $4,751+84.6% |
| Participant deferral / active EE | $8,803 | $6,519+35.0% | $5,680+55.0% | $6,710+31.2% |
| Admin fee / account holder | $5,475 | $16,150-66.1% | $13,210-58.6% | $11,403-52.0% |