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 | $166,634 | $176,812-5.8% | $146,665+13.6% | $167,490-0.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 14.27% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $4,147 | $5,160-19.6% | $4,136+0.3% | $4,837-14.3% |
| Participant deferral / active EE | $13,178 | $6,440+104.6% | $5,506+139.3% | $6,341+107.8% |
| Admin fee / account holder | $415 | $13,259-96.9% | $10,280-96.0% | $12,309-96.6% |