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 | $199,038 | $176,056+13.1% | $159,436+24.8% | $167,490+18.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.61% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,088 | $5,297-41.7% | $4,829-36.1% | $4,837-36.2% |
| Participant deferral / active EE | $6,068 | $7,750-21.7% | $7,352-17.5% | $6,341-4.3% |
| Admin fee / account holder | $735 | $12,554-94.1% | $10,799-93.2% | $12,309-94.0% |