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 | $144,676 | $159,934-9.5% | $147,005-1.6% | $145,959-0.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 10.36% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,830 | $5,287-46.5% | $4,934-42.6% | $4,661-39.3% |
| Participant deferral / active EE | $9,236 | $8,427+9.6% | $8,070+14.5% | $6,689+38.1% |
| Admin fee / account holder | $817 | $15,053-94.6% | $13,006-93.7% | $13,398-93.9% |