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 | $163,006 | $214,378-24.0% | $200,582-18.7% | $142,382+14.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.65% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,466 | $6,841-64.0% | $6,419-61.6% | $4,299-42.6% |
| Participant deferral / active EE | $8,026 | $9,865-18.6% | $9,331-14.0% | $6,507+23.3% |
| Admin fee / account holder | $18,395 | $17,692+4.0% | $16,305+12.8% | $12,624+45.7% |