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 | $120,088 | $183,963-34.7% | $162,163-25.9% | $152,861-21.4% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 20.99% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,929 | $8,034-1.3% | $7,298+8.6% | $5,850+35.5% |
| Admin fee / account holder | $1,246 | $13,121-90.5% | $10,843-88.5% | $11,596-89.3% |