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 | $153,920 | $165,335-6.9% | $149,696+2.8% | $158,922-3.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 19.39% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,581 | $5,103-29.8% | $4,644-22.9% | $4,761-24.8% |
| Participant deferral / active EE | $8,828 | $7,181+22.9% | $6,842+29.0% | $5,982+47.6% |
| Admin fee / account holder | $377 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |