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 | $138,090 | $209,411-34.1% | $178,490-22.6% | $158,922-13.1% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 23.36% | 188.75%-165.4pp | 151.07%-127.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,624 | $5,706-36.5% | $5,011-27.7% | $4,761-23.9% |
| Participant deferral / active EE | $5,998 | $5,954+0.7% | $5,202+15.3% | $5,982+0.3% |
| Admin fee / account holder | $392 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |