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 | $117,794 | $144,119-18.3% | $117,854-0.1% | $147,584-20.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 17.22% | 531.15%-513.9pp | 335.08%-317.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $891 | $4,896-81.8% | $3,786-76.5% | $4,876-81.7% |
| Participant deferral / active EE | $3,053 | $5,316-42.6% | $4,482-31.9% | $5,439-43.9% |
| Admin fee / account holder | $2,947 | $10,886-72.9% | $8,020-63.3% | $10,885-72.9% |