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 | $150,179 | $176,056-14.7% | $159,436-5.8% | $167,490-10.3% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 11.93% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $17,601 | $7,750+127.1% | $7,352+139.4% | $6,341+177.6% |
| Admin fee / account holder | $2,172 | $12,554-82.7% | $10,799-79.9% | $12,309-82.4% |