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 | $129,290 | $176,056-26.6% | $159,436-18.9% | $167,490-22.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.70% | 331.75%-315.0pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $14,140 | $5,297+166.9% | $4,829+192.8% | $4,837+192.3% |
| Participant deferral / active EE | $15,760 | $7,750+103.4% | $7,352+114.4% | $6,341+148.5% |
| Admin fee / account holder | $67,858 | $12,554+440.5% | $10,799+528.4% | $12,309+451.3% |