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 | $157,870 | $157,256+0.4% | $141,162+11.8% | $152,861+3.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 26.44% | 64.32%-37.9pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,139 | $5,261-59.3% | $4,735-54.8% | $4,762-55.1% |
| Participant deferral / active EE | $8,455 | $7,109+18.9% | $6,709+26.0% | $5,850+44.5% |
| Admin fee / account holder | $749 | $12,120-93.8% | $10,261-92.7% | $11,596-93.5% |