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 | $158,887 | $171,865-7.6% | $149,718+6.1% | $147,584+7.7% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 13.38% | 2113.22%-2099.8pp | 1501.63%-1488.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,546 | $6,275-59.4% | $5,445-53.2% | $4,876-47.8% |
| Participant deferral / active EE | $4,898 | $7,271-32.6% | $6,569-25.4% | $5,439-9.9% |
| Admin fee / account holder | $5,370 | $13,799-61.1% | $11,283-52.4% | $10,885-50.7% |