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 | $131,617 | $201,272-34.6% | $184,203-28.5% | $145,922-9.8% |
| Participation rate | 84.2% | 87.5%-3.3pp | 86.8%-2.6pp | 80.3%+3.9pp |
| Annual return | 13.82% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,339 | $7,022-66.7% | $6,427-63.6% | $4,660-49.8% |
| Participant deferral / active EE | $7,995 | $9,806-18.5% | $9,131-12.4% | $6,688+19.6% |
| Admin fee / account holder | $3,958 | $16,364-75.8% | $13,901-71.5% | $13,397-70.5% |