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 | $152,391 | $165,335-7.8% | $149,696+1.8% | $158,922-4.1% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 15.66% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,444 | $5,103-71.7% | $4,644-68.9% | $4,761-69.7% |
| Participant deferral / active EE | $5,226 | $7,181-27.2% | $6,842-23.6% | $5,982-12.6% |
| Admin fee / account holder | $685 | $10,807-93.7% | $9,309-92.6% | $11,246-93.9% |