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 | $149,329 | $165,335-9.7% | $149,696-0.2% | $158,922-6.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.11% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $3,699 | $5,103-27.5% | $4,644-20.4% | $4,761-22.3% |
| Participant deferral / active EE | $3,007 | $7,181-58.1% | $6,842-56.1% | $5,982-49.7% |
| Admin fee / account holder | $490 | $10,807-95.5% | $9,309-94.7% | $11,246-95.6% |