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 | $149,021 | $165,335-9.9% | $149,696-0.5% | $158,922-6.2% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 26.90% | 348.15%-321.2pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,987 | $5,103-61.1% | $4,644-57.2% | $4,761-58.3% |
| Participant deferral / active EE | $4,872 | $7,181-32.2% | $6,842-28.8% | $5,982-18.6% |
| Admin fee / account holder | $731 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |