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 | $101,647 | $183,963-44.7% | $162,163-37.3% | $152,861-33.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 22.42% | 150.76%-128.3pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,811 | $6,371-55.9% | $5,614-49.9% | $4,762-41.0% |
| Participant deferral / active EE | $8,037 | $8,0340% | $7,298+10.1% | $5,850+37.4% |
| Admin fee / account holder | $17,938 | $13,121+36.7% | $10,843+65.4% | $11,596+54.7% |