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 | $147,137 | $159,901-8.0% | $146,958+0.1% | $145,922+0.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 16.19% | 98.13%-81.9pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,711 | $5,286-67.6% | $4,933-65.3% | $4,660-63.3% |
| Participant deferral / active EE | $5,790 | $8,428-31.3% | $8,070-28.2% | $6,688-13.4% |
| Admin fee / account holder | $1,182 | $15,044-92.1% | $12,998-90.9% | $13,397-91.2% |