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 | $131,182 | $183,592-28.5% | $155,567-15.7% | $145,959-10.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.65% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,849 | $5,315-46.4% | $4,674-39.1% | $4,661-38.9% |
| Participant deferral / active EE | $6,150 | $6,464-4.9% | $5,628+9.3% | $6,689-8.1% |
| Admin fee / account holder | $57,563 | $19,318+198.0% | $15,916+261.7% | $13,398+329.6% |