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 | $144,426 | $165,335-12.6% | $149,696-3.5% | $158,922-9.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 20.00% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,987 | $5,103-21.9% | $4,644-14.2% | $4,761-16.3% |
| Participant deferral / active EE | $7,189 | $7,181+0.1% | $6,842+5.1% | $5,982+20.2% |
| Admin fee / account holder | $6,759 | $10,807-37.5% | $9,309-27.4% | $11,246-39.9% |