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 | $159,019 | $165,335-3.8% | $149,696+6.2% | $158,922+0.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 14.45% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,653 | $5,103-48.0% | $4,644-42.9% | $4,761-44.3% |
| Participant deferral / active EE | $7,110 | $7,181-1.0% | $6,842+3.9% | $5,982+18.9% |
| Admin fee / account holder | $2,686 | $10,807-75.1% | $9,309-71.1% | $11,246-76.1% |