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 | $145,781 | $157,256-7.3% | $141,162+3.3% | $152,861-4.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 21.44% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,386 | $5,261-54.6% | $4,735-49.6% | $4,762-49.9% |
| Participant deferral / active EE | $5,976 | $7,109-15.9% | $6,709-10.9% | $5,850+2.2% |
| Admin fee / account holder | $4,672 | $12,120-61.5% | $10,261-54.5% | $11,596-59.7% |