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 | $128,083 | $154,228-17.0% | $145,433-11.9% | $137,256-6.7% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,832 | $4,804-20.2% | $4,554-15.9% | $4,156-7.8% |
| Participant deferral / active EE | $9,212 | $8,216+12.1% | $7,897+16.6% | $6,407+43.8% |
| Admin fee / account holder | $1,882 | $14,344-86.9% | $13,129-85.7% | $12,270-84.7% |