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 | $135,677 | $159,602-15.0% | $150,045-9.6% | $142,382-4.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.07% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,544 | $4,961-48.7% | $4,693-45.8% | $4,299-40.8% |
| Participant deferral / active EE | $21,099 | $8,310+153.9% | $7,997+163.8% | $6,507+224.2% |
| Admin fee / account holder | $38,325 | $14,846+158.1% | $13,435+185.3% | $12,624+203.6% |