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 | $140,688 | $133,922+5.1% | $116,228+21.0% | $142,382-1.2% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.6%+4.6pp | 80.1%-1.0pp |
| Annual return | 14.76% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,613 | $5,672-53.9% | $4,953-47.3% | $6,507-59.8% |
| Admin fee / account holder | $7,614 | $14,945-49.0% | $11,989-36.5% | $12,624-39.7% |