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 | $150,838 | $165,335-8.8% | $149,696+0.8% | $158,922-5.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 22.18% | 348.15%-326.0pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,144 | $5,103-58.0% | $4,644-53.8% | $4,761-55.0% |
| Participant deferral / active EE | $6,799 | $7,181-5.3% | $6,842-0.6% | $5,982+13.7% |
| Admin fee / account holder | $2,224 | $10,807-79.4% | $9,309-76.1% | $11,246-80.2% |