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 | $146,913 | $165,335-11.1% | $149,696-1.9% | $158,922-7.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 26.93% | 348.15%-321.2pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $3,609 | $5,103-29.3% | $4,644-22.3% | $4,761-24.2% |
| Participant deferral / active EE | $8,664 | $7,181+20.6% | $6,842+26.6% | $5,982+44.8% |
| Admin fee / account holder | $640 | $10,807-94.1% | $9,309-93.1% | $11,246-94.3% |