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 5-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 | $157,420 | $165,335-4.8% | $149,696+5.2% | $158,922-0.9% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 14.12% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $6,411 | $5,103+25.6% | $4,644+38.0% | $4,761+34.7% |
| Participant deferral / active EE | $3,355 | $7,181-53.3% | $6,842-51.0% | $5,982-43.9% |
| Admin fee / account holder | $19,090 | $10,807+76.7% | $9,309+105.1% | $11,246+69.8% |