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 | $102,054 | $159,901-36.2% | $146,958-30.6% | $145,922-30.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 17.04% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,388 | $5,286+1.9% | $4,933+9.2% | $4,660+15.6% |
| Participant deferral / active EE | $9,522 | $8,428+13.0% | $8,070+18.0% | $6,688+42.4% |
| Admin fee / account holder | $23,164 | $15,044+54.0% | $12,998+78.2% | $13,397+72.9% |