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 | $139,499 | $157,256-11.3% | $141,162-1.2% | $152,861-8.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 16.62% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,328 | $5,261-74.8% | $4,735-71.9% | $4,762-72.1% |
| Participant deferral / active EE | $3,847 | $7,109-45.9% | $6,709-42.7% | $5,850-34.2% |
| Admin fee / account holder | $3,365 | $12,120-72.2% | $10,261-67.2% | $11,596-71.0% |