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 | $142,586 | $209,411-31.9% | $178,490-20.1% | $158,922-10.3% |
| Participation rate | 81.0% | 86.3%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 34.17% | 188.75%-154.6pp | 151.07%-116.9pp | 302.83%-268.7pp |
| Employer contribution / active EE | $10,045 | $5,706+76.0% | $5,011+100.5% | $4,761+111.0% |
| Participant deferral / active EE | $6,557 | $5,954+10.1% | $5,202+26.1% | $5,982+9.6% |
| Admin fee / account holder | $26,668 | $17,074+56.2% | $13,984+90.7% | $11,246+137.1% |