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 | $86,561 | $160,055-45.9% | $140,016-38.2% | $135,375-36.1% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | 9.56% | 911.38%-901.8pp | 651.12%-641.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $2,806 | $6,420-56.3% | $5,606-49.9% | $4,779-41.3% |
| Participant deferral / active EE | $3,382 | $7,642-55.7% | $6,927-51.2% | $5,609-39.7% |
| Admin fee / account holder | $4,010 | $13,328-69.9% | $10,705-62.5% | $10,827-63.0% |