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 | $160,565 | $157,256+2.1% | $141,162+13.7% | $152,861+5.0% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 15.06% | 64.32%-49.3pp | 71.39%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,306 | $5,261-37.2% | $4,735-30.2% | $4,762-30.6% |
| Participant deferral / active EE | $5,323 | $7,109-25.1% | $6,709-20.7% | $5,850-9.0% |
| Admin fee / account holder | $7,472 | $12,120-38.4% | $10,261-27.2% | $11,596-35.6% |