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 | $143,021 | $165,335-13.5% | $149,696-4.5% | $158,922-10.0% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 13.48% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,780 | $5,103-65.1% | $4,644-61.7% | $4,761-62.6% |
| Participant deferral / active EE | $5,725 | $7,181-20.3% | $6,842-16.3% | $5,982-4.3% |
| Admin fee / account holder | $905 | $10,807-91.6% | $9,309-90.3% | $11,246-92.0% |