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 | $147,802 | $165,335-10.6% | $149,696-1.3% | $158,922-7.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.37% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,860 | $5,103-24.4% | $4,644-16.9% | $4,761-18.9% |
| Participant deferral / active EE | $9,375 | $7,181+30.6% | $6,842+37.0% | $5,982+56.7% |
| Admin fee / account holder | $30,139 | $10,807+178.9% | $9,309+223.8% | $11,246+168.0% |