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 | $109,698 | $176,056-37.7% | $159,436-31.2% | $167,490-34.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 33.10% | 331.75%-298.7pp | 263.57%-230.5pp | 478.56%-445.5pp |
| Employer contribution / active EE | $2,951 | $5,297-44.3% | $4,829-38.9% | $4,837-39.0% |
| Participant deferral / active EE | $8,250 | $7,750+6.5% | $7,352+12.2% | $6,341+30.1% |
| Admin fee / account holder | $730 | $12,554-94.2% | $10,799-93.2% | $12,309-94.1% |