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 | $107,978 | $183,963-41.3% | $162,163-33.4% | $152,861-29.4% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 16.37% | 150.76%-134.4pp | 115.59%-99.2pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,426 | $6,371-30.5% | $5,614-21.2% | $4,762-7.1% |
| Participant deferral / active EE | $10,836 | $8,034+34.9% | $7,298+48.5% | $5,850+85.2% |
| Admin fee / account holder | $65,917 | $13,121+402.4% | $10,843+507.9% | $11,596+468.4% |