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 | $146,568 | $165,335-11.4% | $149,696-2.1% | $158,922-7.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.00% | 348.15%-339.2pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,857 | $5,103-44.0% | $4,644-38.5% | $4,761-40.0% |
| Participant deferral / active EE | $9,203 | $7,181+28.1% | $6,842+34.5% | $5,982+53.8% |
| Admin fee / account holder | $158,378 | $10,807+1365.6% | $9,309+1601.4% | $11,246+1308.3% |