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 | $147,530 | $159,934-7.8% | $147,005+0.4% | $145,959+1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.97% | 98.24%-76.3pp | 418.76%-396.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $3,200 | $5,287-39.5% | $4,934-35.1% | $4,661-31.3% |
| Participant deferral / active EE | $6,036 | $8,427-28.4% | $8,070-25.2% | $6,689-9.8% |
| Admin fee / account holder | $3,624 | $15,053-75.9% | $13,006-72.1% | $13,398-72.9% |