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 | $136,055 | $198,466-31.4% | $170,442-20.2% | $147,584-7.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 14.31% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,765 | $6,184-55.3% | $5,433-49.1% | $4,876-43.3% |
| Participant deferral / active EE | $2,841 | $5,629-49.5% | $4,939-42.5% | $5,439-47.8% |
| Admin fee / account holder | $315 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |