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 | $149,854 | $165,335-9.4% | $149,696+0.1% | $158,922-5.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.22% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,932 | $5,103-62.1% | $4,644-58.4% | $4,761-59.4% |
| Participant deferral / active EE | $4,976 | $7,181-30.7% | $6,842-27.3% | $5,982-16.8% |
| Admin fee / account holder | $6,302 | $10,807-41.7% | $9,309-32.3% | $11,246-44.0% |