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 | $129,081 | $209,832-38.5% | $189,513-31.9% | $167,490-22.9% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 27.44% | 748.27%-720.8pp | 555.15%-527.7pp | 478.56%-451.1pp |
| Employer contribution / active EE | $2,976 | $6,914-56.9% | $6,162-51.7% | $4,837-38.5% |
| Participant deferral / active EE | $3,637 | $8,935-59.3% | $8,221-55.8% | $6,341-42.7% |
| Admin fee / account holder | $1,840 | $14,293-87.1% | $12,045-84.7% | $12,309-85.0% |