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 | $149,994 | $165,335-9.3% | $149,696+0.2% | $158,922-5.6% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 26.14% | 348.15%-322.0pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,014 | $5,103-60.5% | $4,644-56.6% | $4,761-57.7% |
| Participant deferral / active EE | $4,550 | $7,181-36.6% | $6,842-33.5% | $5,982-23.9% |
| Admin fee / account holder | $21,821 | $10,807+101.9% | $9,309+134.4% | $11,246+94.0% |