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 | $139,228 | $192,717-27.8% | $142,449-2.3% | $139,434-0.1% |
| Participation rate | 71.4% | 81.5%-10.0pp | 76.8%-5.4pp | 80.3%-8.9pp |
| Annual return | 16.74% | 17.99%-1.3pp | 19.99%-3.2pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,025 | $5,806-65.1% | $4,847-58.2% | $4,751-57.4% |
| Participant deferral / active EE | $2,416 | $7,208-66.5% | $6,283-61.5% | $6,710-64.0% |
| Admin fee / account holder | $4,139 | $15,124-72.6% | $10,011-58.7% | $11,403-63.7% |