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 | $146,459 | $133,922+9.4% | $116,228+26.0% | $142,382+2.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 20.64% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,113 | $3,446-67.7% | $2,994-62.8% | $4,299-74.1% |
| Participant deferral / active EE | $4,729 | $5,672-16.6% | $4,953-4.5% | $6,507-27.3% |
| Admin fee / account holder | $1,102 | $14,945-92.6% | $11,989-90.8% | $12,624-91.3% |