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 | $144,866 | $105,126+37.8% | $94,646+53.1% | $139,434+3.9% |
| Participation rate | 78.3% | 82.4%-4.1pp | 80.8%-2.6pp | 80.3%-2.1pp |
| Annual return | 14.41% | 38.03%-23.6pp | 156.71%-142.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,163 | $4,106-71.7% | $3,672-68.3% | $4,751-75.5% |
| Participant deferral / active EE | $9,228 | $7,599+21.4% | $7,418+24.4% | $6,710+37.5% |
| Admin fee / account holder | $9,038 | $8,984+0.6% | $7,231+25.0% | $11,403-20.7% |