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 | $141,345 | $176,056-19.7% | $159,436-11.3% | $167,490-15.6% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 14.44% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,428 | $5,297-54.2% | $4,829-49.7% | $4,837-49.8% |
| Participant deferral / active EE | $7,975 | $7,750+2.9% | $7,352+8.5% | $6,341+25.8% |
| Admin fee / account holder | $2,007 | $12,554-84.0% | $10,799-81.4% | $12,309-83.7% |