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 | $183,000 | $176,056+3.9% | $159,436+14.8% | $167,490+9.3% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 10.99% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,972 | $5,297-62.8% | $4,829-59.2% | $4,837-59.2% |
| Participant deferral / active EE | $11,728 | $7,750+51.3% | $7,352+59.5% | $6,341+84.9% |
| Admin fee / account holder | $5,722 | $12,554-54.4% | $10,799-47.0% | $12,309-53.5% |