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 | $135,939 | $202,318-32.8% | $172,739-21.3% | $152,861-11.1% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 20.43% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,297 | $5,856-77.8% | $5,143-74.8% | $4,762-72.8% |
| Participant deferral / active EE | $6,211 | $5,948+4.4% | $5,198+19.5% | $5,850+6.2% |
| Admin fee / account holder | $2,361 | $17,109-86.2% | $13,954-83.1% | $11,596-79.6% |