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 | $135,244 | $201,272-32.8% | $184,203-26.6% | $145,922-7.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.68% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,014 | $7,022-71.3% | $6,427-68.7% | $4,660-56.8% |
| Participant deferral / active EE | $5,367 | $9,806-45.3% | $9,131-41.2% | $6,688-19.7% |
| Admin fee / account holder | $7,292 | $16,364-55.4% | $13,901-47.5% | $13,397-45.6% |