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 | $141,118 | $157,256-10.3% | $141,1620% | $152,861-7.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.05% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,911 | $5,261-6.6% | $4,735+3.7% | $4,762+3.1% |
| Participant deferral / active EE | $13,699 | $7,109+92.7% | $6,709+104.2% | $5,850+134.2% |
| Admin fee / account holder | $35,491 | $12,120+192.8% | $10,261+245.9% | $11,596+206.0% |