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 | $137,850 | $185,822-25.8% | $169,993-18.9% | $139,434-1.1% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.7pp | 80.3%+0.9pp |
| Annual return | 14.59% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,975 | $11,622-48.6% | $10,408-42.6% | $6,710-11.0% |
| Admin fee / account holder | $3,701 | $15,381-75.9% | $12,815-71.1% | $11,403-67.5% |