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 | $142,626 | $159,901-10.8% | $146,958-2.9% | $145,922-2.3% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 23.47% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $2,623 | $5,286-50.4% | $4,933-46.8% | $4,660-43.7% |
| Participant deferral / active EE | $6,547 | $8,428-22.3% | $8,070-18.9% | $6,688-2.1% |
| Admin fee / account holder | $29,659 | $15,044+97.2% | $12,998+128.2% | $13,397+121.4% |