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 | $142,386 | $165,335-13.9% | $149,696-4.9% | $158,922-10.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.63% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,200 | $5,103-37.3% | $4,644-31.1% | $4,761-32.8% |
| Participant deferral / active EE | $5,778 | $7,181-19.5% | $6,842-15.6% | $5,982-3.4% |
| Admin fee / account holder | $26,365 | $10,807+144.0% | $9,309+183.2% | $11,246+134.4% |