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 | $152,806 | $165,335-7.6% | $149,696+2.1% | $158,922-3.8% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 19.22% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,686 | $5,103-47.4% | $4,644-42.2% | $4,761-43.6% |
| Participant deferral / active EE | $7,509 | $7,181+4.6% | $6,842+9.8% | $5,982+25.5% |
| Admin fee / account holder | $1,399 | $10,807-87.1% | $9,309-85.0% | $11,246-87.6% |