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 | $135,157 | $175,202-22.9% | $149,673-9.7% | $139,434-3.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 17.92% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,786 | $5,474-67.4% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $4,010 | $6,519-38.5% | $5,680-29.4% | $6,710-40.2% |
| Admin fee / account holder | $3,045 | $16,150-81.1% | $13,210-77.0% | $11,403-73.3% |