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 | $127,265 | $148,534-14.3% | $135,903-6.4% | $139,434-8.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.25% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,396 | $5,243-35.2% | $4,856-30.1% | $4,751-28.5% |
| Participant deferral / active EE | $6,302 | $8,100-22.2% | $7,758-18.8% | $6,710-6.1% |
| Admin fee / account holder | $505 | $12,400-95.9% | $10,762-95.3% | $11,403-95.6% |