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 | $143,742 | $176,056-18.4% | $159,436-9.8% | $167,490-14.2% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 17.54% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $5,208 | $5,297-1.7% | $4,829+7.8% | $4,837+7.7% |
| Participant deferral / active EE | $14,835 | $7,750+91.4% | $7,352+101.8% | $6,341+133.9% |
| Admin fee / account holder | $15,216 | $12,554+21.2% | $10,799+40.9% | $12,309+23.6% |