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 | $132,185 | $210,648-37.2% | $177,989-25.7% | $145,922-9.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.01% | 385.86%-375.8pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,680 | $4,565-19.4% | $3,949-6.8% | $4,660-21.0% |
| Participant deferral / active EE | $7,947 | $6,958+14.2% | $6,276+26.6% | $6,688+18.8% |
| Admin fee / account holder | $614 | $12,013-94.9% | $10,363-94.1% | $13,397-95.4% |