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 | $148,103 | $158,398-6.5% | $126,539+17.0% | $142,382+4.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 13.97% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $550 | $4,650-88.2% | $3,674-85.0% | $4,299-87.2% |
| Participant deferral / active EE | $4,455 | $4,767-6.5% | $4,083+9.1% | $6,507-31.5% |
| Admin fee / account holder | $1,836 | $6,918-73.5% | $6,065-69.7% | $12,624-85.5% |