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 | $132,741 | $209,832-36.7% | $189,513-30.0% | $167,490-20.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 10.99% | 748.27%-737.3pp | 555.15%-544.2pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,167 | $6,914-68.7% | $6,162-64.8% | $4,837-55.2% |
| Participant deferral / active EE | $5,498 | $8,935-38.5% | $8,221-33.1% | $6,341-13.3% |
| Admin fee / account holder | $703 | $14,293-95.1% | $12,045-94.2% | $12,309-94.3% |