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 | $154,744 | $165,335-6.4% | $149,696+3.4% | $158,922-2.6% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 22.47% | 348.15%-325.7pp | 276.60%-254.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $3,266 | $5,103-36.0% | $4,644-29.7% | $4,761-31.4% |
| Participant deferral / active EE | $11,789 | $7,181+64.2% | $6,842+72.3% | $5,982+97.1% |
| Admin fee / account holder | $1,823 | $10,807-83.1% | $9,309-80.4% | $11,246-83.8% |