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 | $162,803 | $157,256+3.5% | $141,162+15.3% | $152,861+6.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 16.35% | 64.32%-48.0pp | 71.39%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,950 | $5,261-62.9% | $4,735-58.8% | $4,762-59.0% |
| Participant deferral / active EE | $10,875 | $7,109+53.0% | $6,709+62.1% | $5,850+85.9% |
| Admin fee / account holder | $810 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |