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 | $142,840 | $183,592-22.2% | $155,567-8.2% | $145,959-2.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.35% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $13,211 | $5,315+148.6% | $4,674+182.6% | $4,661+183.4% |
| Participant deferral / active EE | $9,625 | $6,464+48.9% | $5,628+71.0% | $6,689+43.9% |
| Admin fee / account holder | $955 | $19,318-95.1% | $15,916-94.0% | $13,398-92.9% |