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 | $155,105 | $165,335-6.2% | $149,696+3.6% | $158,922-2.4% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 8.94% | 348.15%-339.2pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,219 | $5,103-36.9% | $4,644-30.7% | $4,761-32.4% |
| Participant deferral / active EE | $4,997 | $7,181-30.4% | $6,842-27.0% | $5,982-16.5% |
| Admin fee / account holder | $73,764 | $10,807+582.6% | $9,309+692.4% | $11,246+555.9% |