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 | $149,550 | $165,335-9.5% | $149,696-0.1% | $158,922-5.9% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 9.95% | 348.15%-338.2pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,645 | $5,103-67.8% | $4,644-64.6% | $4,761-65.4% |
| Participant deferral / active EE | $6,866 | $7,181-4.4% | $6,842+0.4% | $5,982+14.8% |
| Admin fee / account holder | $40,756 | $10,807+277.1% | $9,309+337.8% | $11,246+262.4% |