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 | $138,633 | $209,832-33.9% | $189,513-26.8% | $167,490-17.2% |
| Participation rate | 76.2% | 88.7%-12.5pp | 87.8%-11.6pp | 82.1%-5.9pp |
| Annual return | 18.80% | 748.27%-729.5pp | 555.15%-536.3pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,702 | $6,914-60.9% | $6,162-56.1% | $4,837-44.1% |
| Participant deferral / active EE | $6,521 | $8,935-27.0% | $8,221-20.7% | $6,341+2.8% |
| Admin fee / account holder | $7,237 | $14,293-49.4% | $12,045-39.9% | $12,309-41.2% |