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 | $124,654 | $159,901-22.0% | $146,958-15.2% | $145,922-14.6% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 22.46% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $3,474 | $5,286-34.3% | $4,933-29.6% | $4,660-25.5% |
| Participant deferral / active EE | $6,677 | $8,428-20.8% | $8,070-17.3% | $6,688-0.2% |
| Admin fee / account holder | $17,610 | $15,044+17.1% | $12,998+35.5% | $13,397+31.4% |