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 | $149,072 | $159,901-6.8% | $146,958+1.4% | $145,922+2.2% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.2pp | 80.3%-6.4pp |
| Annual return | 15.04% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,861 | $8,428-54.2% | $8,070-52.2% | $6,688-42.3% |
| Admin fee / account holder | $8,185 | $15,044-45.6% | $12,998-37.0% | $13,397-38.9% |