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 | $145,830 | $157,256-7.3% | $141,162+3.3% | $152,861-4.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 18.34% | 64.32%-46.0pp | 71.39%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,875 | $5,261-64.4% | $4,735-60.4% | $4,762-60.6% |
| Participant deferral / active EE | $7,449 | $7,109+4.8% | $6,709+11.0% | $5,850+27.3% |
| Admin fee / account holder | $19,225 | $12,120+58.6% | $10,261+87.4% | $11,596+65.8% |