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 | $139,020 | $171,865-19.1% | $149,718-7.1% | $147,584-5.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 16.76% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,491 | $6,275-44.4% | $5,445-35.9% | $4,876-28.4% |
| Participant deferral / active EE | $2,623 | $7,271-63.9% | $6,569-60.1% | $5,439-51.8% |
| Admin fee / account holder | $1,144 | $13,799-91.7% | $11,283-89.9% | $10,885-89.5% |