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 | $183,519-28.5% | $155,509-15.6% | $145,922-10.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.65% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,849 | $5,313-46.4% | $4,672-39.0% | $4,660-38.9% |
| Participant deferral / active EE | $6,150 | $6,462-4.8% | $5,626+9.3% | $6,688-8.0% |
| Admin fee / account holder | $57,563 | $19,313+198.1% | $15,912+261.8% | $13,397+329.7% |